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WEALTHTECH INSIDER: Putting Geopolitical Crises in Perspective

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While the recent Russia invasion of Ukraine is unsettling, historically, these major geopolitical events have not significantly moved capital markets unless a recession develops globally or in the U.S.

Fintech Luminaries – Meet Nick Kim of Vestigo Ventures

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For our latest Fintech Luminaries feature, we'd like you to meet rising fintech star Nick Kim of Vestigo Ventures, an early-stage venture capital firm based in Cambridge, Massachusetts, that invests in companies within the FinTech industry.

Top 5 VC Deals of the Week in Digital Wealth (8/24/21)

This week we have some really interesting and diverse deals to review in our Top 5 VC Deals in Digital Wealth column - across multiple sectors and on 3 continents. And even though it's the dead of summer (though in Montana we're already moving straight into fall), there is still some big money moving around in the VC sector for fintech and digital wealth.
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Wedbush Securities Joins Blockchain-Based Paxos Settlement Service

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Wedbush Securities, one of the nation’s leading independent financial services providers, is pleased to announce it has joined the Paxos Settlement Service, the blockchain stock settlement network powered by Paxos Trust Company. Paxos is the first regulated blockchain infrastructure platform that uses technology to tokenize, custody, trade and settle assets.

Top 5 VC Deals of the Week in Digital Wealth (5/5/21)

We're back into stratosphere territory, with the top fintech deal of the week topping a jaw-dropping $600M and the second at $300M.

Top 5 VC Deals of the Week in the Digital Wealth Sector (3/10/21)

Insurance and crypto. Those categories were the two big winners this past week in fintech-focused venture capital with deals ranging from $80M-$100M.

Financial Lifestyle Changes In A Post Covid World

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The past three months have provided behavioral economists and psychologists with the perfect setting to evaluate consumer spending habits under extreme constraints. Denied of the opportunity to divulge in their most common spending habits...

WEALTHTECH INSIDER: Investment Management Is A Catalyst, Not A Commodity

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With our third installment of Wealthtech Insider, I wanted to discuss the third pillar of the advisor-client journey: Investing. For years, the lion’s share of tech advances focused on investment management, because that was what clients needed and valued...
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S&P Global and IHS Markit to Merge in All-Stock Transaction Valuing IHS Markit at...

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S&P Global (NYSE: SPGI) and IHS Markit (NYSE: INFO) today announced they have entered into a definitive merger agreement to combine in an all-stock transaction which values IHS Markit at an enterprise value of $44 billion, including $4.8 billion of net debt.

Goldman Sachs Open Sources its Data Modeling Platform through FINOS

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The Fintech Open Source Foundation (“FINOS”), together with platinum member Goldman Sachs (NYSE: GS), today announced the launch of Legend, Goldman’s flagship data management and data governance platform.