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FINTECH VIEWS: Alignment of Tech, Platforms and People

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This past May, we reported that Sanctuary Wealth had acquired tru Independence, creating a combined enterprise supporting approximately 120 independent wealth management firms managing...

Advisor Tech Talk (Week of 8/6/24)

We don’t talk a lot about the price swings in investments and markets in our discussions of advisor technology and wealthtech—perhaps...

The Week in Digital Wealth (8/6/24)

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Utility continued to be the focus on all fronts, with partnerships forming a backbone for activities. Tech integrations were in focus, with niche segmentation...

Decentralized Diaries for the Week of 8/6/24

Things continued to look up, with regulatory issues (slightly) decreasing. Adoption continued to improve amid (rising) scams. The headlines: The SEC let go of Solana...

FINTECH VIEWS: Active SEC Driving the Regtech Boom

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Banks and other financial institutions have long been some of the most highly regulated businesses in the world. Yet, if it seems like the...

STANDARD DEVIATIONS PODCAST: Clare Flynn Levy – Good Behavior, Good Returns?

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Clare Flynn Levy, CEO and Founder of Essentia Analytics. Prior to...

Top 5 VC Deals of the Week in AI (8/1/24)

This week we continue our series on the top 5 VC-funded deals in AI. Once again, another major deal in the AI sector this week...

AI & Finance™ | News for the Week Ending 8/2/24

As we’ve said many times before in AI & Finance, it seems like artificial intelligence is everywhere today, even in financial technology, but the...

Who’s On First? Or, Who’s In Charge?

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Humor becomes reality. Some things are really humorous (hilarious) and some things are sadly humorous. Since it's summer and generally a slow time in...
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DWN Publisher Notes For 7/31/24

Friends, it's been another week of incredible change and it looks like this will be the norm thru the end of 2024.  Meanwhile, so much going on in digital wealth - including a deep dive into the impact Gen Z will have on wealth in the future in our Advisor Tech Talk column, a look at best practices in finserv martech and much more...READ UP!!