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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...
MARTECH MINUTES: Marketing Communication Policy Gaps – A Recipe for FINRA Fines
Marketing communications policies must define advisors' client and prospect interaction protocols, which FINRA considers marketing communications with the public.
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...
Top 5 VC Deals of the Week in Fintech (8/5/24)
AI in flavors to suit everyone's taste...
Enterprise AI, genAI, Cognition AI, and whatever flavor of AI you prefer are out there...
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...
PreciseFP’s New Referral Program Wants More Advisors in the Fast Lane
Client engagement and data-gathering software PreciseFP is launching a peer referral program. Announced this week, the initiative seeks to harness the power of community-driven...
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...