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NEWS BRIEF 3 Industry

Capintel Launches Holistic Digital Wealth Platform

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CapIntel, a leading financial technology company dedicated to improving fund analysis, proposal generation, and day-to-day workflow efficiency for financial services wholesalers and investment advisors,...

The Week in Digital Wealth (9/4/23)

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Happy New Month and Labor Day! Things quietly hummed as the markets steadied and reactions continued to trail the release of Non-Farm Payroll (NFP) data. That...

The Week in Digital Wealth (8/28/23)

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The industry picked up steam as the heat of summer continued to recede with the probability of higher interest rates from the Fed. Tradeweb was...

The Week in Digital Wealth (8/21/23)

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Though the numbers showed a mixed picture of the American economy, the industry remained upbeat with lower unemployment. Bloomberg went on the offensive with a...

The Week in Digital Wealth (8/14/23)

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Things didn't simmer down in the industry as summer temperatures continued rising. Our thoughts and prayers are with the victims of the Maui fires. Impact investors...

The Week in Digital Wealth (8/7/23)

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The drop in U.S. credit ratings did not slow things down in the industry. Then again, the downgrade is a sign of the chaotic times...

The Week in Digital Wealth (8/1/23)

Summer highs have come with interest rate hikes and a sigh of relief from the Fed with Taylor Swift's help (pun intended). That said, with...

The Week in Digital Wealth (7/25/23)

Earnings calls revealed better-than-expected results in H2 2023, which is not bad despite skeptical expectations. The Fed launched "FedNow", its real-time payments network, leaving many...
NEWS BRIEF 3 Industry

FusionIQ Blueleaf integration to Drive Digital Transformation and Enhance UX

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FusionIQ, the Woburn, Massachusetts provider of cloud-based wealth management solutions and self-described “all-in-one digital platform” for financial advisors and institutions, launched a strategic integration...

The Week in Digital Wealth (7/17/23)

While temperatures continued to soar, the economy continued to heat up; the Fed raised rates, and everyone else did what they could to reduce...