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Advisor Tech Talk (Week of 6/11/24)
Fifteen years ago an Old El Paso commercial about whether a family should eat hard or soft tacos became a lasting...
Top 5 VC Deals of the Week in Fintech (6/11/24)
A new player emerges...
This week, the finance industry weighed in on the newest player in the game—the Texas Stock Exchange (this...
Advisor Tech Talk (Week of 6/4/24)
The 100,000th Certified Financial Planner has been named, and she’s a 31-year-old millennial woman from Bedminster, N.J. named Simone Lee—a second-generation...
Top 5 VC Deals of the Week in Fintech (6/4/24)
Keeping an Eye on AI...
A flurry of funding continues to flow into startups and those enhancing their products with 'AI infusion'...
MMI Executive IQ Capstone Innovation Project Develop Solutions
The Money Management Institute (MMI) announced the 2024 finalists and winners of the organization’s Executive IQ Capstone Innovation Project. The final project of the...
Decentralized Diaries for the Week of 5/27/24
Again, the industry had its day in the sun per Ethereum ETFs, with everyone wondering what is (really) going on with the SEC and...
Advisor Tech Talk (Week of 5/27/24)
Every time we take a break from talking about the promise of future, we have a chance to discover how the...
Decentralized Diaries for the Week of 5/20/24
Things seemed settled, with the (usual) exits and rebounds confirming (some) stability. State-level adoption improved, with rising interest, and bankruptcy resolutions moved forward.
The headlines:
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Advisor Tech Talk (Week of 5/6/24)
There’s nothing like a good surprise to keep us humble and ready to learn, and there’s a nice surprise embedded in...
Top 5 VC Deals of the Week in Fintech (5/6/24)
How much VC capital is enough?
When searching Google for "how much VC capital a startup needs to launch," Google displays "how...