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Advisor Tech Talk (8/10/22)

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By Christopher Robbins Are we or aren’t we in a recession? The lack of clarity and consensus is one...

Publisher Notes For 7/12/22

Greetings Fintech Friends! It's been a huge (and uncomfortable) week in fintech and you'll have to read the Top 5 VC Deals column to find out why. In the meantime, crypto hedge fund managers are on the lam and the industry needs a new form of governance - see how that can be accomplished. READ UP!

Advisor Tech Talk (7/12/22)

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By Christopher Robbins It’s been a tough year for big tech—but fintech still seems...

The Week in Digital Wealth (6/7/22)

Fortunately, technology never goes on vacation—it’s always moving, and though this week was absent some of the gaudy headlines of massive fundraising hauls and mergers and acquisitions we saw earlier in the year, a lot has happened, especially in the worlds of wealthtech, payments and digital assets.

Publisher Notes For 5/10/22

The proverbial elephant in the room is, without a doubt, the deteriorating markets and we suspect this will continue to be the case for some time.  We have a plethora of great insight from our thought leaders on how to address this through risk mitigation, automation, alternatives and more. READ UP!

Advisor Tech Talk (5/10/22)

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By Christopher Robbins Look. Out. Below. If you own stocks, bonds or...

Advisor Tech Talk (3/8/22)

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Today, it seems like companies are taking a more conservative approach to reopening plans, and fewer workers are returning to the office.

Publisher Notes For 8/3/21

Greetings Fintech Friends! This week we review the $70 trillion in wealth about to change hands, learn about the staggering growth of crypto payments and chat with Kelly Waltrich of Intention.ly, plus more! Read up!

Advisor Tech Talk (8/3/21)

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Wealthtech brought us new hires, capital raises, acquisitions, crypto and more this past week.

TAMPs Continue To Boom In 2021 – How Long Can It Last?

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After a busy 2020, TAMPs are making a splash again in 2021.