Just like most of us this summer, July’s WealthTech news is hot. Here’s our Word on…
Tag: Word
The Word on WealthTech for June 2025
Our industry is starting the summer strong with several big announcements in innovation and personnel news.…
For Bitcoin 2025, the word was ‘freedom’
Thousands gathered in the convention center of the Venetian hotel in Las Vegas to hear industry…
The Word on WealthTech for May 2025
May’s wealth management headlines were filled with investments in technology platforms and providers as well as…
The Word on WealthTech for April 2025
Wealth management technology providers continue to make moves in the industry. This month has seen new…
Good Luck Getting Goldman Sachs to Even Say the Word ‘Tariff’
Goldman Sachs on Monday revealed its latest financial results and outlook for the future, and in…