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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

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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: ...

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...