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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...
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)
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
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?
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...
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!!