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Friends, this week we have a new zoomcast with Jim Row of ESG platform Capturiant.  Meanwhile, we have more news from the SEC, banks get help with college loan balances & the 9-figure VC fundings are back! READ UP!

In this episode, we're joined by Jim Row, Founder and Managing Partner of Entoro Capital, LLC, a middle-market, traditional and alternative investment bank based in Houston, TX.

Blockchains, also known as distributed ledgers, have been a subject of intense interest for their transformative potential within business applications.

Data security breaches grab headlines every day, exposing businesses & their clients to grievous costs & potential liabilities. In the first half of 2021, more than 1,700 data breaches have exposed about 18.8 billion records.

Should the current "rulers" of the cryptospace disappear forever? Custodia's Caitlin Long seems to think so. There's a new social login in the Web 3.0 space. Binance...

Football is last week’s news: Conference season is upon us!  In this week’s advisor technology headlines, we have a bevy of conference...

Minneapolis, MN; September 26, 2023 – UpContent, the premier content curation platform, is delighted to announce an exciting collaboration with Fresh Finance, a leading...

End of the third quarter is only two weeks off. Lots of investors may want to take some profits before the last quarter of the year. And, the ones who wait for a year end rally may be VERY disappointed.

Friends, this week we learn how to stay protected from crypto scams, the importance of being grief-literate with bereaved clients and how to use AI (and not softwear engineers) to gear up your wealthtech! READ UP!

The Berthel Fisher Companies have a new senior leadership team. The shakeup includes the elevation of Andrew Christofferson to CEO of the firm's RIA, two...