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TradingBlock Taps Network Veteran Dave Gustafson to Enhance Trading Infrastructure
Chicago-based online broker TradingBlock announced this week that Dave Gustafson, a seasoned technology executive with more than 25 years of experience, has joined the...
Advisor Tech Talk (Week of 12/2/25)
I love my family’s wealth manager—but they might not be my family’s wealth manager for the long haul.
And wealthtech is part of the...
AI & Finance™ | News for the Week Ending 11/28/25
I am thankful that I get to live and write during the emergence of practical, broadly accessibly artificial intelligence.
Even though it’s likely to put my profession—and many...
Advisor Tech Talk (Week of 11/25/25)
Nostalgia is big business, but it won’t work for every part of the economy—particularly the financial services industry.
Welcome to a Thanksgiving-week Advisor Tech Talk, and...
AI & Finance™ | News for the Week Ending 11/21/25
Artificial intelligence isn’t slowing down—it's still accelerating, especially in slow-adopting sectors like the financial services industry.
Welcome to a big AI & Finance—big not just in headlines, but in...
Advisor Tech Talk (Week of 9/29/25)
Remember the robos?
You know, robo-advisors. We don’t seem to talk much about them anymore, but they’re still around, and growing rather...
Advisor Tech Talk (Week of 9/22/25)
People in the U.S. are built differently, when it comes to their relationship with wealth management, anyway.
Welcome to another Advisor Tech...
AI & Finance™ | News for the Week Ending 9/19/25
So long, uniculture.
Welcome to AI & Finance, where there’s a heap of AI & Finance news to get to once again, including a few...
DWN Publisher Notes For 9/17/25
Friends, this week the Fed makes waves, fintech VC surges, Carta+NYSE launch big, Figure eyes IPO, Tether debuts USAT, and advisor tech reshapes with Envestnet’s $1B R&D and FMG’s GTCR deal...READ UP!!
Advisor Tech Talk (Week of 9/15/25)
Just go ahead and consider the whole world a hot mic.
Welcome to another Advisor Tech Talk, and it was a pretty...