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FINTECH CORNER: The Importance of Personalization in WealthTech
Implementing personalization as a wealthtech firm requires not only knowing the wealth management firms being served but also their clients, said Lindsey Hanson, head of client success at Practifi.
Advisor Tech Talk (10/25/22)
By Cindy Taylor
Friends, we're again filling in for our lead writer this week, who has now lost a beloved family member. ...
FusionIQ Brings Aboard Wealth and Banking Leader John Kimbro as CTO
The Woburn, Massachusetts-based FusionIQ, a digital investment platform that gives financial advisors the ability to “deliver a personalized, end-to-end investment experience,” appointed John Kimbro...
REAL CLEAR CRYPTO: Visa Partners With Crypto Brokerage FTX, Probably Nothing…
Visa announced over the weekend that they have partnered with the largest private crypto brokerage FTX in a move that will enable banks and merchants in the Visa network offer crypto related services.
The Week in Digital Wealth (10/25/22)
By Christopher Hamman
It’s been quite the week in the fintech sector!
Goldman Sachs and Qontigo deepened their collaborations.
Friendly...
Publisher Notes For 10/18/22
Friends, we're back at it with more original content for the week, including a deep dive into the future of Web3, an op-ed on who is regulating the regulators, and a deep dive into "fintok" (yes, that's spelled correctly) and why it matters. READ UP!
Advisor Tech Talk (10/18/22)
By Cindy Taylor
Friends, our normal writer for this column is attending to pressing family matters this week, so yours truly is...
Top 5 VC Deals of the Week in Digital Wealth (10/18/22)
Frineds, checking in with our latest news in fintech venture capital. While we are always optimistic about the sector and the...
The Decentralized Diaries For The Week of 10/17/22
EDITOR'S NOTE: We're pleased to continue our new "The Decentralized Diaries" series - now on week 2 - covering the...
WEALTHTECH INSIDER: Welcome to #FinTok – The Viral Space That’s Bridging the Gap with...
Finktok, also referred to as Financial TikTok or StockTok, is a subcommunity of TikTok users who provide advice, education, and discussions on personal finance in short clips.