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Top 5 VC Deals of the Week in Fintech (6/11/24)
A new player emerges...
This week, the finance industry weighed in on the newest player in the game—the Texas Stock Exchange (this...
Vestmark and PureFacts Partnership Optimizes Billing for Wealth Management Industry
Fintech firms Vestmark, Inc., a provider of wealth management software and services, and PureFacts Financial Solutions, which delivers revenue management, enterprise reporting, and insights...
STANDARD DEVIATIONS PODCAST: Robert Sofia – A Comprehensive Guide to Financial Advisor Marketing
This week on the Standard Deviations podcast, Dr. Daniel Crosby is joined by Robert Sofia of Snappy Kraken.
Robert Sofia is the CEO of...
Emerging Asset Management Leaders to Gather for MMI Annual Seminar
The Money Management Institute (MMI) is set to hold its annual Leadership Pathway Seminar from June 12-14, 2024, at the Hilton Denver City Center....
First Rate Announces Investment and Strategic Partnership with Fispoke
Arlington, TX – June 5, 2024 – First Rate, a global leader in WealthTech providing AI reporting and compliance services for the wealth management...
The Taylor Market Report (6/4/24)
With summer just getting under way and vacation time picking up, I continue to stress the need for market neutrality......EXCEPT BITCOIN. Gold is off for the week, ETH is pausing after getting spot ETF approval and the S&P 500 is lower and wallowing around. BUT, BITCOIN arises.
The Week in Digital Wealth (6/4/24)
Last week, there was a marked shift towards innovation, with ideas taking over the space. That said, there were higher cases of regulation which...
Decentralized Diaries for the Week of 6/4/24
Legislation had twists and turns, with the Federal Government giving little indication of its (proper) intentions. That did not stop some government agencies from...
DWN Publisher Notes For 6/5/24
Friends, we're traveling this week to the Dallas area, but the newsletter & website are still chock full of great news & industry info plus insight into the dark side of AI & a look at the latest cohort from wealthtech accelerator The Founders Arena...READ UP!!
WEALTHTECH 3.0: Going Beyond the Tech
While traditional 'branding' is a familiar concept, building a personal brand for the founder and key team members is a distinct endeavor and extends beyond the company and the logo, beginning with integrity.