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Top 5 VC Deals of the Week in Fintech (4/22/24)
Ah, the memories...
VC funding continues downward, with deal activity reminiscent of 2017. One can speculate about Fintech rebounding again, as it...
Advisor Tech Talk (Week of 4/15/24)
Out of the very extensive list of headlines in this week’s roundup of advisor tech news, one item stands out as...
The Week in Digital Wealth (4/15/24)
Industry tailspins are (no longer) a thing. It remains to be seen how this uptrend will be maintained, with partnerships dictating the pace of...
AI & Finance™ | News for the Week Ending 4/12/24
Artificial intelligence applications in finance are news, and small, yet expanding at a rapid rate—but the newfangled generative AI is quickly becoming ubiquitous in our...
The Week in Digital Wealth (4/8/24)
Are end-to-end solutions the future of finance?
That may (seem to be) the case, with collaborations and integrations hinting at improved consumer access.
That said, regulators...
Advisor Tech Talk (Week of 4/1/24)
Today’s Advisor Tech Talk should stand as an example of the momentum behind wealth management technology.
See, it being “spring break” week...
Navigating Direct Indexing: Unlocking the True Value of Separately Managed Accounts (SMAs)
The concept of direct indexing has emerged as a promising avenue for portfolio solutions providers. However, debates surrounding the use of Separately Managed Accounts...
Decentralized Diaries for the Week of 3/25/24
Yes, crypto is a movement. But, the kinks are the issue. They have always been. Innovation comes with the turf, though. This will continue...
Decentralized Diaries for the Week of 3/18/24
Industry maturity is a given. How far things have come signals the emergence of a new normal.
That said, legal issues are still a thing,...
AI & Finance™ | News for the Week Ending 3/1/24
Artificial intelligence implementation is moving at full speed ahead in several areas of the financial services industry, including insurance and banking, as can be...