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BRICS, Gold and “De-Dollarization.” It’s Bigger and Closer.
In case you've been too distracted by the perpetual noise of today’s markets, a significant global shift has been quietly picking up steam. Last...
Decentralized Diaries for the Week of 10/22/24
The big dogs ruled the week, with everything coming from the top. Innovation at all stages continued to flow. The bad guys got a...
Smarsh Announces Annual Services Plan, Bringing ‘Service Now’ to Enterprise Compliance
Smarsh is shaking up the digital communications compliance landscape with its latest option: the Annual Services Plan (ASP). According to a recent announcement, this...
AI & Finance™ | News for the Week Ending 10/18/24
There’s so much AI in Finance news to get to this week, we’re going to dispense with most of our introduction so we can...
FINTECH VIEWS: Aligning a Support Infrastructure
Earlier this year, Sanctuary Wealth acquired tru Independence, and the firms have been hard at work bringing together their services, operations and technology stacks.
Bob...
The Taylor Market Report (10/15/24)
So far it has been a very interesting October. And year. Pretty sure not many people have expected or predicted all this. But that's why things happen. Curb your enthusiasm, manage risk and stay within yourself. It's still a very dangerous market.
Sycamore Integrates with Quik! to Enhance Data Accuracy and Efficiency for Advisors
Green, clean and efficient. That’s form workflow automation in a nutshell – and more wealthtech providers are making that a realizable goal for advisors....
AlphaTrAI Rebrands to Praxis Solutions
AlphaTrAI, the Bill Dwyer-led provider of tech-enabled services and solutions for the wealth and asset management industries, has announced a rebrand to Praxis Solutions....
Advisor Tech Talk (Week of 10/16/24)
This week in Advisor Tech Talk, we’re going to let our wealthtech headlines speak for themselves, and leave it at that.
With...
Decentralized Diaries for the Week of 10/15/24
Innovation took the front burner under the watchful eyes of regulators. The bad guys continued to find ways to target victims. However, things are...