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Advisor Tech Talk (Week of 5/16/23)
April showers bring May fintech news.
Okay, so that stretch of an old proverb doesn’t really fit, but there was truthfully a...
Top 5 VC Deals of the Week in Fintech (5/10/23)
Here's an example of when ‘making a list’ isn’t a good thing. According to Crunchbase news, more than 139,690 workers at...
Industry Veteran and Consultant Matt Sonnen Goes In-House at Coldstream
Pacific Northwest-based and rapidly expanding hybrid RIA Coldstream Wealth Management has a new Chief Operations Officer. The appointment of Matt Sonnen as COO is...
Top 5 VC Deals of the Week in Fintech (5/3/23)
As 2023 continues, there are many predictions of what may come next:
Startups will be looking for alternative means of raising cash
Sales...
Advisor Tech Talk (Week of 5/3/23)
The advice engagement category of financial advisor technology is evolving and expanding rapidly as we progress through the first half of...
Publisher Notes For 4/25/23
Friends, check out our latest "Fintech & Philosophy" zoomcast and our latest take on the old adage "Sell in May and Go Away".....READ UP! | Cindy Taylor, Publisher
The Week in Digital Wealth (4/25/23)
By Christopher Hamman
Earnings calls and reports revealed secrets many companies would have loved to keep out of...
Decentralized Diaries For The Week of 4/25/23
By Christopher Hamman
Tether will remain King of the Hill for a bit. Maybe until some new “kid on the block” comes along...
Top 5 VC Deals of the Week in Fintech (4/25/23)
2021 was an unprecedented year for funding across sectors, as deals surpassed previous years. But one quarter into 2023, can we...
Sound Income Strategies’ ETF Wins Again
Sound Income Strategies, a Fort Lauderdale, Florida-based Registered Investment Advisory (RIA) firm reported its Sound Enhanced Fixed Income ETF (FXED) ranked in Morningstar's top...