Inflation is still high. Commodities are ticking up again. As far as I know, the Fed is still raising rates and employment layoffs are gaining momentum. And that pesky r…
Friends, crypto is up, markets are flat, VC is down and it's a TOTAL MASH UP of news out there in the fintech sector. This week we've got some great new podcasts for yo…
Summary: Asking for referrals tends to be taught as the gold standard for growing ones business, but is it? Asking for referrals in fact can really suck but what if y…
When it comes to marketing, it's a combination of science and technology that must combine to produce results. In the financial service industry, CMOs and marketers are…
It seems like a very appropriate time to bring up some quotes from the famous (or infamous) Yogi Berra and apply them to today's financial landscape. For those who do…
The things that make a cryptocurrency market, whether Ethereum (ETH) or Bitcoin (BTC), trend upwards (bullish) or trend downward (bearish) are the same things that give…
As the wealth management industry continues to evolve, some of its high-profile stalwarts – Turnkey Asset Management Platforms (TAMPs) – are facing challenges on multipl…
Friends, it's been a slow go in the wealth management technology space as we moved into 2023, but the advisortech sector has (finally!) begun to regain its stride this p…
By Christopher Hamman Crypto winter is on its way out! Token prices continued to rise, regardless of the continuing contagion and enforcement actions taken by regulato…
By Christopher Hamman What a week! Things rolled by with the world wondering when Congress will put its act together on the looming debt limit. The recently concluded…
By Teresa Leno Carnage? Not so fast. This past week's news headlines were nothing 'rose-y' for tech (and VC) as Google, Microsoft, and heck, even Spotify cut workers or…
COMPLY, a New York-based provider of compliance software, consulting and education resources for the financial services sector comprised of ComplySci, RIA in a Box, Nati…