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FusionIQ and interVal Team Up to Target Next Big Digital Gold Rush
In a world where trillions of dollars are poised to shift from one generation to the next, the stakes for financial advisors have never...
Advisor Tech Talk (Week of 8/14/24)
Summer is winding down, but the wealthtech news feels like it’s winding up.
2024 may go down as the year without a...
The Week in Digital Wealth (8/14/24)
Niche sectors ruled last week with evidence of improved and seamless innovation occurring. Fintech firms lowered the barriers to market entry, especially for several...
Decentralized Diaries for the Week of 8/14/24
Last week was (seemingly) all about Bitcoin. That said, the industry hit several (significant) milestones, with regulators following each move in tow.
The headlines:
There...
Top 5 VC Deals of the Week in Fintech (8/14/24)
Round and round it goes, when it'll stop, nobody knows...
Series funding continues for mid to late-stage startups with proven records. Meanwhile,...
MARTECH MINUTES: 5 Challenges Wealth Industry Marketers Face and How to Solve Them
Today, marketing teams face enormous pressure and challenges to stay ahead of the curve, consistently delivering creative and effective campaigns that stand out in an increasingly crowded marketplace.
The Taylor Market Report (8/6/24)
Reality is hard to take. Mountains of debt, high cost of living, extreme bullishness. Not a good combination. S&P 500 down on the year. And QUESTION. Over 10 million migrants have come to the US. What happens in a steep recession when they have no jobs? Check with Britain.
DWN Publisher Notes For 8/7/24
Friends, in the past week we've seen a new veep candidate and crashing markets - yup, it's 2024. Meanwhile, we take a deep dive into the increased SEC activity driving the regtech boom, succession planning tips for advisors, plus all the major sector news, vc deals and much morre....READ UP!!
The “Jig” Is Up. The Bubble Has Burst.
Is the party over? Yes.
Now, moving on. With the last few days of financial markets experiencing significant selling, the very first thing to expect...
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...