This week's episode features news from Grant Thornton and its survey of technology chief financial officers, Morningstar's new direct advisory suite, the CFP Board's largest recruiting year and iCapital's acquisition of Parallel Markets.

This week's episode features news from 512Financial, Citizens, Bitwise & Vettafi's latest survey and Fingerprint Cards & Anonybit.

This week's episode features news from J.P. Morgan Wealth Management, Allianz Life, Future Capital and AstroPay.

This week we're joined by Brandon Galici of Galici Financial to give his take on my top financial services and fintech news picks from SIGNiX, Interactive Brokers, Yooz, and Smarsh.

The first week of December 2024 brought news from PensionBee's new app, Nitrogen's Nitrogen for Asset Managers, Upqti.AI's acquisition of UpSWOT and Smarsh's archiving compliance capabilities.

The podcast debuts with its host, Allie Zendrian, explaining the purpose of the podcast and its first bits of news from Future Capital, SIGNiX, Archive Intel and Nepsis.