Financial markets have taken investors for a ride in 2022, but there are brighter days ahead, according to Orion Advisor Solutions & Brinker Capital Investments, who rec…
After last week's report, we had some concern that the fintech VC sector was starting to lose it's luster. For the first time, we saw a Top 5 deal come in under $100M,…
Apple is in growth mode and is eyeing merchant payments in addition to the metaverse. Consumers are spending and saving money even in the face of the pandemic. Walmart’s…
The wealthtech space is increasingly embracing AI and ML. Major banks are making fintech a priority in the new year. Advisors are looking to tech to help investors grow…
With critics questioning the viability of the crypto ecosystem after sustainability concerns raised by Elon Musk and others, Sarson Funds believes that crypto moves in s…
As a forward-thinking advisory firm, you know that to stay competitive against changing market forces, your services need to create value for your clients and your opera…
OIL IS HIGHER. INFLATION IS HEADING UP, NOT EASING. INTEREST RATES ARE BEING HELD BACK FROM DOING WHAT NEEDS TO BE DONE (STEM INFLATION). BAD OMENS.
Many wealth management firms have experienced technology providers who have oversold their software’s ability to catalyze growth in both AUM and number of clients.
Like the wallet in your pant pocket, digital wallets have several subaccounts—like the various credit cards, debit cards, membership cards, ID’s—for each asset type.
So just what is a "Tonga Year?" Well it's the start of a year that just seems to have caught everyone by surprise and disrupted (or, let's be real, blew up) some huge ho…
Greetings Fintech Friends! This week we launch a new monthly roundtable series, learn about metaverse commerce in our weekly DWealth Muse podcast and see a massive decli…
Technology can help wealth management businesses discover operational efficiency, allowing staff to spend less time on day-to-day, repetitive tasks and more time on valu…