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FusionIQ Disrupts Canadian Wealth Management with All-In-One Digital Platform
FusionIQ, a cloud-based wealth management solutions provider, is bringing its FusionIQ One platform to Canada. According to the company, its all-in-one platform with four...
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...
Inflation vs. Actual Cost. Revealing.
You've heard this before ... "If inflation is moderating why do I always seem to have less money?" Well, it's tricky and can be...
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...
The Week in Digital Wealth (9/12/23)
The industry seems set for the fall, which may spring a few surprises!
With T+1 settlement cycles coming, CBOE will launch a T-Bills futures product.
State...
BACK OFFICE HEROES: How to Avoid Tech Regret When Building Out Your Wealthtech Stack
When a firm realizes it has an unsustainable level of technology debt, it has to play catch up so that it will be able to leverage the ever-more-efficient technologies to come.
REAL CLEAR CRYPTO: Solana, USDC, and Modern E-Commerce
The landscape of the digital economy is constantly changing. The days when cryptocurrency discussions were limited to niche tech enthusiasts and libertarians are gone.
MARTECH MINUTES: Attract & Retain Clients Using Finance Content
Content marketing is an effective way to establish credibility for your advisors while creating trust between them and their clients and prospects.