WEALTHTECH INSIDER: You Still Need Fixed Income—Here’s Four Tips for Investing
Historically, low interest rates kept the annual returns of most low-risk bonds under 2% for over a decade, but inflation and a heating economy are sending rates back up
Historically, low interest rates kept the annual returns of most low-risk bonds under 2% for over a decade, but inflation and a heating economy are sending rates back up
By Rohit Tandon The age-old advice for real estate investing must evolve. It is true that in real estate the imperative is “location, location, location.” But now we…
Practifi, a business management platform for the wealth management industry, seeks to cultivate raving fans through a set of client advocacy initiatives, said Lindsay Ha…
Marketing automation allows businesses to target customers with automated messages across marketing channels like email, web, and social media.
ComplySci, the rapidly expanding provider of regulatory technology and compliance tools for the financial services sector, published its 2022 Chief Compliance Officer (C…
It seems like we have a blockbuster deal in the wealthtech space ever three-to-nine months, and this past week Orion Advisor Services gave us a great one with its acquis…
Fintech VC keeps truckin' and we have more MAJOR deals to review this week, every one, once again, over $100M. This week, our top deal came in at $505 M for a Denver-…
The biggest "new" thing of the week is how many investors/traders believe that inflation, higher interest rates and geopolitical events don't matter. Yeah, right!
Friends, this week we explore what may be driving the unusual Bitcoin markets, review our top VC deals (Brazil brought us the "winner" this week) and explore Tesla's lat…
So how do you explain things that are seemingly UN-explainable? Logically every event that takes place (or is taking place) has a reasonable explanation for why it i…
Over the past 11 years, blockchain technology and cryptocurrencies have proliferated, moving from a fringe technology and financial movement to a major current in the ma…
My dollars and cents look the same size, but somehow they’re a lot smaller than they used to be. For 30 years, inflation almost never topped 3%. Now it’s 8%. It’s fun…