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Top 5 VC Deals of the Week in Fintech (9/25/23)

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On Top Of The World "I've tried to cut these cornersTry to take the easy way outI kept on falling short of...

MARTECH MINUTES: 7 Tips for Selecting Finance MarTech

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MarTech empowers businesses to streamline marketing campaigns, automate repetitive tasks, and make data-driven decisions. But how do you select the right marketing technology for your organization?

Berthel Fisher Names Andrew Christofferson CEO of Firm’s RIA, Broker-Dealer and Insurance Agency

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The Berthel Fisher Companies have a new senior leadership team. The shakeup includes the elevation of Andrew Christofferson to CEO of the firm's RIA, two...

Top 5 VC Deals of the Week in Fintech (9/18/23)

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Does valuation = profitability? This year has seen fewer unicorn births, lower funding awards, and more exits. Amid the noise is the...

Advisor Tech Talk (Week of 9/18/23)

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This week in advisor tech headlines, we have a big slate of ugrades and updates from Envestnet leading the way.  Not to...

Back to School: What to Learn this Year in WealthTech

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As students (and parents) get back into the groove of another school year, the hard work of learning, studying and practicing has begun. The...
NEWS BRIEF 5

OpCo Lands Distressed Debt Team from TD Cowen – Brief

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Investment bank and wealth manager Oppenheimer & Co. Inc. recently announced it expanded its Fixed Income Division with the addition of ten distressed debt...

Tech Focused Banking and Entrepreneur Joins Kingswood U.S. In-House Investment Banking Group

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Kingswood U.S. continues its recent expansion of its in-house investment banking group, Kingswood Investments, with the appointment of Craig Kaufman as a Managing Director. ...

Decentralized Diaries for the Week of 9/12/23

Is a storm coming for cryptospace? That is possible. With mass departures from Binance, increased centralization, and shadow moves by market makers. That said, Apple bought rights...

Top 5 VC Deals of the Week in Fintech (9/12/23)

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The bigger they are (the harder they fall)... Many VC-backed startups have closed down or seen valuations fall in the past few...