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Advisor Tech Talk (Week of 5/3/23)
The advice engagement category of financial advisor technology is evolving and expanding rapidly as we progress through the first half of...
Publisher Notes For 4/25/23
Friends, check out our latest "Fintech & Philosophy" zoomcast and our latest take on the old adage "Sell in May and Go Away".....READ UP! | Cindy Taylor, Publisher
Tech Focused Wealth Management Firm Atria Acquires Grove Point from Kestra
Atria Wealth Solutions, the New York City-based wealth management solutions company, remains active on the acquisition front, recently adding Grove Point Financial to its...
“Sell In May and Go Away?”
Check your calendars. May begins next Monday. So what you ask? Well, "Sell in May and Go Away" is a well-known adage in the...
The Week in Digital Wealth (4/25/23)
By Christopher Hamman
Earnings calls and reports revealed secrets many companies would have loved to keep out of...
Decentralized Diaries For The Week of 4/25/23
By Christopher Hamman
Tether will remain King of the Hill for a bit. Maybe until some new “kid on the block” comes along...
Advisor Tech Talk (Week of 4/25/23)
When the weather gets warm, fintech news often slows down--maybe all those coders are out playing softball in the beautiful spring...
Top 5 VC Deals of the Week in Fintech (4/25/23)
2021 was an unprecedented year for funding across sectors, as deals surpassed previous years. But one quarter into 2023, can we...
Ever Really Consider “What If?”
Distractions abound. Information. Disinformation. Fake news. Real news. Boundless opinions and predictions. Overwhelmed? Well yeah. Perhaps since it is Spring, with warm sunny days...
Publisher Notes For 4/18/23
Friends, the wealthtech industry is going through some major reshuffling right now, as is tech in general, but there are so much positives going on, too. You've gotta stay informed to have the edge! To that end, READ UP!