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Tim Bowman Becomes New Chief Financial Officer for Realta Wealth
Tim Bowman has been hired as the new Chief Financial Officer for Realta Wealth, an independent wealth management firm run by CEO Kevin Keefe....
AI & Finance™ | News for the Week Ending 3/8/24
Once again, we have a rather large and long list of financial artificial intelligence-related headlines and announcements this week. And once again, it’s only...
AI & Finance™ | News for the Week Ending 2/23/24
We like to say that artificial intelligence is going to have a big impact on the financial industry—but that we may be some time...
Top 5 VC Deals of the Week in Fintech (1/23/24)
Turn it Up!
The 'funding winter' of 2023 is behind us, and forward-thinking suggests that 2024 will be the year to thaw...
INTELLIGENCE FOR GROWTH: How Wealth Managers Can Jumpstart Their Business By Marketing to Niche...
Most advisors want to grow and realize they have to get hyper-personal to accomplish that. “We see precision and personalization increasing in importance for advisors,” said A.J. Boury of TIFIN Clout.
REAL CLEAR CRYPTO: Michael Saylor on Why a Bitcoin ETF Matters
Michael Saylor believe that the impending spot Bitcoin ETF is a monumental offering poised to inject trillions of dollars into the BTC space & believes it to be a game-changing industry catalyst.
AI ILLUMINATIONS: Implementing Technology? Look Before You Leap!
Wealth management firms are rapidly moving to implement technology to be able to continue to innovate and to keep up with evolving demands across the entire value chain.
The Week in Digital Wealth (10/17/23)
The industry continued bringing out solutions that solve everyday problems with digitization and AI at the core.
Enfusion launched its management offering.
Citi successfully integrated with...
Advisor Tech Talk (Week of 10/17/23)
You’ve probably heard this one before, but we had another busy week in advisor technology headlines—but while the bulk of the...
Advisor Tech Talk (Week of 7/17/23)
Still no summer doldrums in the advisor tech world.
Maybe it’s a symptom of the post-pandemic reality—when more, if not most, of...