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AI ILLUMINATIONS: Rethinking Wealth Management’s Relationship With Technology Providers

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For years, much of the wealth management industry has viewed technology providers like vendors when they should be viewed as partners, said Crystal Andrus of JIFFY.ai.

Advisor Tech Talk: 12/14/21

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BlackRock is redirecting trillions of ETF assets from State Street and spreading it across a handful of custodians. It may be Q4, but firms are busy making acquisitions and hiring fresh talent. Charting software integrated across a trio of platforms will support advisors in making investment decisions for clients. Advisors will have more ways to access annuity products. Below is a roundup of the latest press releases.

Advisor Tech Talk (8/3/21)

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

Top 5 VC Deals of the Week in Digital Wealth (8/3/21)

This past week we again saw some MIGHTY deals in the digital wealth sector, with every one over $200M USD, and so many in that category that we couldn't include others in the $100M-$200M USD range this week's Top 5 list. Shocking, isn't it?

REAL CLEAR CRYTPO: Keep Calm And HODL On – Don’t Worry So Much About...

Those concerned after Bitcoin and many altcoins lost more than 50% of their value in the late spring and early summer months have their eyes on the wrong bird, said Jahon Jamali, chief marketing officer for Sarson Funds, a crypto asset manager and educational resource for financial advisors.

Fintech Luminaries – Meet Lori Hardwick of WealthTech

For the next feature in this series, we’d like you to meet Lori Hardwick, one of the predominate voices in Fintech today. Her background includes executive roles at Envestnet (Group President), Pershing, a BNY Mellon Company (COO), and Advisor Innovation Labs (Co-Founder). Lori has a consulting business as CEO, WealthTech, for RedRock Strategic Partners and is also on the Strategic Advisory Board for Genstar Capital. She is currently serving on 4 corporate boards in the financial services industry including Cetera Financial Group, Orion, Riskalyze and Vestwell.

Skience Continues Expansion of Leadership Team with Appointment of Chris Zuczek to Newly Created...

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Skience, a leading financial services digital enablement provider and consultancy, today continued the ongoing expansion of its leadership team with the appointment of Chris Zuczek to the newly-created role of Chief Product Officer.

Top 5 VC Deals of the Week in the Digital Wealth Sector (3/31/21)

With bitcoin and crypto in general continuing its pricing uptrend - so, too, is investment within the crypto and blockchain sectors - with 3 of this week's top 5 fintech VC deals falling under those two categories.

The Taylor Report (2/16/21)

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Simple Thoughts in Complex Markets By Bill Taylor, Contributor/CIO-Entoro Wealth The...

iCapital Roars Forward into European & Asian Markets

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Alternatives investment platform iCapital has recently announced a new acquisition and several new offices & senior hires.