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Inflation is like a New Year's resolution. You put on 50 lbs. eating too much. You resolve to lose weight, you drop 25 lbs, but you are still 25 lbs. heavier. Inflation eases to 6.5% from almost 8%. It's not bullish.....and you're still overweight.

By Christopher Hamman The year got off to a great start, with earnings announcements from financial service providers...

By Steven Brod For years, recurring and predictable revenues were among the biggest advantages that the fee-based side of the wealth management industry (including Registered...

Friends, with the holidays now behind us, we're back it in 2023 analyzing the top deals in fintech and digital wealth...

By Christopher Hamman With so many firms announcing earnings guidance, and end-of-year results, the digital wealth space has...

By Chris Robbins It was a slow holiday week in the wealth tech sector, but a busy week...

A good technology partner is always thinking ahead, so that wealth management firms can focus more on thinking about what’s next for their clients.

By Chris Robbins ‘Tis the season for tech news! This week in digital wealth, we have a number of...

After 40 years, interest rates are now rising to both quash inflation AND get rates back to "normal," whatever that rate is. Let's call this a "Black Bear market."

Wealthtech leader Sid Yenamandra has launched Surge Ventures, a SaaS venture studio that focused on launching businesses at the intersection of the wealth management...