By Christopher Hamman Happy new month! Besides banking failures, the "other" big issue hovering in the air is a word we all dread to hear: "de-dollarization". Then ag…
As 2023 continues, there are many predictions of what may come next: Startups will be looking for alternative means of raising cash Sales slowing Valuations decreas…
The advice engagement category of financial advisor technology is evolving and expanding rapidly as we progress through the first half of 2023. Just this week, we have…
Welcome to my new Zoomcast series "Fintech & Philosophy", where we we explore the personal motivations that drive the successes behind fintech’s top C-suite execut…
Rumor became reality as Advisor Group announced plans to consolidate its multi-firm network into a single, rebranded entity. Over the next 18 to 24 months, each of the f…
Looking ahead, financial markets seem to be looking all the way into next week. April is a distant past even if there are a few more day left. Last chance to sell BEFORE…
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
Atria Wealth Solutions, the New York City-based wealth management solutions company, remains active on the acquisition front, recently adding Grove Point Financial to it…
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 business and financial world. It refers to an…
The recent collapse of Silicon Valley Bank and the subsequent delay in payments for some Etsy sellers highlights the need for a more reliable and secure payment system.
By Christopher Hamman Earnings calls and reports revealed secrets many companies would have loved to keep out of prying eyes. Maybe at least, for a bit. Tesla's love…
By Christopher Hamman Tether will remain King of the Hill for a bit. Maybe until some new “kid on the block” comes along to knock the stablecoin over. The crypto spac…