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FINTECH VIEWS: Alignment of Tech, Platforms and People
This past May, we reported that Sanctuary Wealth had acquired tru Independence, creating a combined enterprise supporting approximately 120 independent wealth management firms managing...
Top 5 VC Deals of the Week in Fintech (8/5/24)
AI in flavors to suit everyone's taste...
Enterprise AI, genAI, Cognition AI, and whatever flavor of AI you prefer are out there...
FINTECH VIEWS: Four Keys to Succession Planning for Family Businesses
By Joseph N. Filosa, CFP® Financial Advisor, Principal, Opal Wealth Advisors
Recent research from PwC indicates that nearly two-thirds of family businesses don’t have a...
FINTECH VIEWS: Active SEC Driving the Regtech Boom
Banks and other financial institutions have long been some of the most highly regulated businesses in the world. Yet, if it seems like the...
Top 5 VC Deals of the Week in Fintech (7/29/24)
A High Bar...
As Q2 2024 VC funding reports compile, one thing remains clear: the funding outlook and deal closings remain unchanged....
Top 5 VC Deals of the Week in Fintech (7/22/24)
A Hot mess
The headlines about failure on MS systems (with 'flare') keep coming. Worldwide outages are exposing issues with software updates....
FINTECH VIEWS: Artificial Intelligence is Transforming Wealth and Asset Management
By John Sweeney, President, AlphaTrAI
“The companies that succeed … will be those that most effectively use AI. If you’re making maximum use of AI,...
FINTECH VIEWS: If You Think You’re Protected From Cyber Attacks…Think Again
According to the U.S. Internet Crime Complaint Center, cybercrime results in more than $12 billion per year in damages in America alone. The finance...
Top 5 VC Deals of the Week in Fintech (7/15/24)
B.C., A.D., AI?
In historical dating, keeping track of significant events on the evolutionary timeline has for centuries fallen into two categories:...
FINTECH VIEWS: Leadership 101 – Is Mastery of Digital Solutions a Prerequisite?
Empowering others to succeed is the essence of leadership. For asset managers and investment professionals in—or near—the C-suite at their firms, this mandate extends...