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MARTECH MINUTES: 7 Tips for Selecting Finance MarTech
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
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)
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)
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
As students (and parents) get back into the groove of another school year, the hard work of learning, studying and practicing has begun. The...
OpCo Lands Distressed Debt Team from TD Cowen – Brief
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
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)
The bigger they are (the harder they fall)...
Many VC-backed startups have closed down or seen valuations fall in the past few...
Advisor Tech Talk (Week of 9/11/23)
The kids are now all going back to school, their summer recreation finally over.
For some of us, the summer break never...