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Advisor Tech Talk (Week of 8/01/23)

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It was an extremely busy week in advisor tech, and most of the headlines came from new or littlle-known wealth tech...

Top 5 VC Deals of the Week in Fintech (8/1/23)

The domestic "cool down" M&A involving U.S.-based, VC-backed companies is on pace for its slowest year since 2013. Through Q2 2023, only...

Decentralized Diaries for the Week of 8/1/23

The crypto bills are finally heading in one direction. That's a big win for the Bitcoin (and crypto) community. It's a long way ahead before the...

WEALTHTECH INSIDER: Advisors in Transition – Maneuvering the Broker Protocol

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More than a third of advisors want more control over their business when going independent or switching their broker dealer, but one wrong step, could cause significant legal issue to arise. 

Advisor Tech Talk (Week of 7/25/23)

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This week in advisor tech news we have a trio of major partnerships leading the way.  The first is that financial wellness...

Decentralized Diaries for the Week of 7/25/23

Gary Gensler thinks the cryptospace is the "Wild West". Crypto ETF applications moved to the Federal Register. SBF allegedly exposed his former girlfriend's diaries for all...

Top 5 VC Deals of the Week in Fintech (7/25/23)

Deals are closing, and money is flowing... There is so much in the press; deals are up, layoffs, deals are down, and...

Miracle Mile Advisors Continues to Expand its Leadership Team, Tapping Former RBC Executive, Nate...

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For the second time in a month, national RIA Miracle Mile Advisors has announced an addition to its leadership team, naming Nate Angelo as...

STANDARD DEVIATIONS PODCAST: Kelsey Willock – Gamifying Financial Education

This week on the Standard Deviations Podcast, Dr. Daniel Crosby speaks with Kelsey Willock. Kelsey is the Co-Founder of Aura – a financial wellness platform...

The Week in Digital Wealth (7/17/23)

While temperatures continued to soar, the economy continued to heat up; the Fed raised rates, and everyone else did what they could to reduce...