WealthTech provider The Sycamore Company recently announced that Axtella, a network of two broker-dealers and an RIA, has adopted Sycamore’s Compensation Manager solutio…
Friends, this week Bill Taylor takes an interesting takeon the bitcoin trade. Meanwhile, during what would normally be a slower summer schedule, wealthtech news is actua…
In a world where trillions of dollars are poised to shift from one generation to the next, the stakes for financial advisors have never been higher. Enter FusionIQ and i…
Summer is winding down, but the wealthtech news feels like it’s winding up. 2024 may go down as the year without a summer news doldrum. Perhaps it’s the hot geopolitic…
Niche sectors ruled last week with evidence of improved and seamless innovation occurring. Fintech firms lowered the barriers to market entry, especially for several pop…
Last week was (seemingly) all about Bitcoin. That said, the industry hit several (significant) milestones, with regulators following each move in tow. The headlines…
Round and round it goes, when it'll stop, nobody knows... Series funding continues for mid to late-stage startups with proven records. Meanwhile, smaller awards with mo…
Today, marketing teams face enormous pressure and challenges to stay ahead of the curve, consistently delivering creative and effective campaigns that stand out in an in…
This week we continue our series on the top 5 VC-funded deals in AI. This past week we saw some major funding in the AI arena, with two deals (well) ove…
Each week we find a new topic for our readers to learn about in our AI Education column. Artificial intelligence is a great problem solver. In recent years, it…
In a recent AI & Finance column, we discussed how artificial intelligence is transforming another professional realm, dentistry and orthodontics, and how those trans…
Reality is hard to take. Mountains of debt, high cost of living, extreme bullishness. Not a good combination. S&P 500 down on the year. And QUESTION. Over 10 million mi…