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Advisor Tech Talk (Week of 3/04/24)

News from big fintechs bolsters another busy lineup of advisor technology headlines for this week, with announcements from the likes of...

STRATIFI ANNOUNCES STRATEGIC PARTNERSHIP WITH iQUANT

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StratiFi, a risk analysis and compliance technology platform, has announced a strategic partnership with iQUANT. The collaboration aims to provide added value to mutual customers...

Money Management Institute Launches Program for NexGen Investment Professionals

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The Money Management Institute (MMI) has launched a three-week development program called Academy for investment professionals in the early stages of their careers. Academy...

MARTECH MINUTES: Building a Wealth Industry Marketing Tech Stack

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With the advancement of technology, wealth organizations now have access to a wide range of marketing tools and software to help them reach their target audience and achieve their goals.

WEALTHTECH 3.0: R is for Revenue | Essentials for a WealthTech Startup

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Our conversation with Pamela Cytron, President of The Founders Arena, sheds light on why early revenue, rather than sole reliance on venture capital, is crucial for startups in the wealthtech sector

Decentralized Diaries for the Week of 3/4/24

Maybe the crypto sector has matured. Maybe. The industry this week saw a rise in new sidechains, plus the legal drama continued, with new legislation...

Top 5 VC Deals of the Week in Fintech (3/4/24)

Banks are betting (on AI) ... A shift is occurring, with banks betting on startups to deliver solutions ahead of their competition....
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Householder Group Surpasses $1 Billion in New Client Assets with Latest Acquisitions

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Householder Group Estate and Retirement Specialists, an independent financial planning firm, has achieved a significant milestone in its growth trajectory by surpassing $1 billion...

Top 5 VC AI Deals of the Week in AI (3/8/24)

Our new column "Top 5 VC Deals of the Week in AI" will outline the largest VC-funded deals in the artificial intelligence sector for...

AI & Finance™ | News for the Week Ending 3/1/24

Artificial intelligence implementation is moving at full speed ahead in several areas of the financial services industry, including insurance and banking, as can be...