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Session Spotlight from the WealthTech Combine 2024

The Founder's Arena 2024 WealthTech Combine offered valuable insights into leadership, innovation, and strategic investing . Here are...

Oct 21, 20242 min read

Feel free to swing by our presentation during the FinTech Scaling Workshop on Tuesday, June 25 or schedule a 1:1 conversation with...

Jun 17, 20241 min read

When using someone's Calendly link to schedule a meeting, don't type your name where it says "Name". Instead, type the subject so people...

May 23, 20241 min read

This is the first article we have seen where some VCs were complaining about the entry of Corporate Venture Capital into the early stage...

Feb 6, 20241 min read

In light of the new proposed Department of Labor rules regarding the fiduciary duty of advisors with respect to certain retirement...

Nov 1, 20231 min read

McKinsey & Company's 2023 report WealthTech in Asia-Pacific: The next frontier in financial innovation contains several insights (1) ....

Oct 24, 20232 min read

I liked this because it is an important topic that rarely comes up in wealth management. Advisors are keen on helping with assets, but...

Oct 19, 20231 min read

Financial plans created using historical returns as the expected return estimate will likely break during the next crash, leaving...

Oct 5, 20232 min read

For this month's WealthTech Strategy Challenge, we ask that you stop leading with your demo when you present to a prospect. Back in the...

Sep 1, 20231 min read

PitchBook is reporting that the average early stage company has only 6-9 months of runway left. That is a danger zone in this new...

May 19, 20232 min read

PitchBook has released their 1Q23 US VC Valuations Report and the conclusion can be fairly well summed up in one quote: "We estimate that...

May 11, 20231 min read