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Advisor Tech Talk (Week of 10/16/24)
This week in Advisor Tech Talk, we’re going to let our wealthtech headlines speak for themselves, and leave it at that.
With...
Decentralized Diaries for the Week of 10/15/24
Innovation took the front burner under the watchful eyes of regulators. The bad guys continued to find ways to target victims. However, things are...
The Week in Digital Wealth (10/15/24)
New solutions continued to emerge in tandem with partnerships. Election concerns did little to calm fever-pitch activity. Regulators took a proactive approach.
Headlines to take...
Top 5 VC Deals of the Week in Fintech (10/13/24)
AI, the shiny new thing
AI is exciting, the possibilities are endless, and VCs are enthralled with the shiny new tool. This...
MARTECH MINUTES: How to Build a Wealth Industry MarTech Stack
With the advancement of technology, wealth organizations have access to a wide range of marketing software to help them reach their target audience, maintain client relationships, and work toward their goals.
FORG Provides Turnkey, White-Lable Tech and Real Solutions to Family-Offices
More than a decade ago, turnkey asset management platforms upended the wealth management industry. A new company is trying to do something similar by...
FusionIQ Names Eric Noll CEO, Secures Major Growth Investment
In a strategic move aimed at accelerating its presence in wealth management, FusionIQ has announced Eric Noll as its new Chief Executive Officer, replacing...
The Taylor Market Report (10/8/24)
It might just be that the month of October is going to be a big nothing, sprinkled with a touch of bullishness and a dab of bearishness. Very nervous and skittish. What with wars, geopolitical events, election uncertainty and a slew of possible black swan events, sitting on your hands and doing nothing is the correct action.
DWN Publisher Notes For 10/9/24
Friends, FINTECH IS STILL RIPE FOR INNOVATION. You heard it here first. We recently registered on the SAP Ariba vendor system and it was NOT "efficient", and that's a vast understatement. In this age of generative AI and the best and brightest minds re-writing the way finserv functions, how can a payments/vendor system this difficult and non user-friendly even still exist? But I digress. Another great newsletter awaits you here...READ UP!!
The Fed Cut Interest Rates. Careful What You Wished For.
It finally happened. Fed Chair J. Powell did what everybody wanted. He eased interest rates. Yay, cool. Investors had waited all year for this....