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The Week in Digital Wealth (1/28/25)
Innovation continued to rule the sector, with light touch regulation resuming pace as integrations and deployments dictated the pace of events.
Headlines to take note...
The Week in Digital Wealth (11/5/24)
Partnerships continued to drive the industry, with utility gaining traction. Government interventions showed up as usual, and upstarts upended the regular flow.
Headlines to take...
AI & Finance™ | News for the Week Ending 11/1/24
Another week is upon us, and it was a busy one for artificial intelligence in the financial services. Before we get to a huge...
FINTECH VIEWS: Fighting the Good Fight – Q&A with Cambridge’s Larry Casey
The wealth management industry continues to invest in sophisticated tools, practices and policies to protect clients from data breaches and other security threats. The...
FINTECH VIEWS: Alignment of Tech, Platforms and People
This past May, we reported that Sanctuary Wealth had acquired tru Independence, creating a combined enterprise supporting approximately 120 independent wealth management firms managing...
Sanctuary Wealth Acquires tru Independence
Sanctuary Wealth, the Indianapolis-based wealth management firm, has acquired tru Independence, a Portland, Oregon-based enterprise that supports 30 RIA firms managing $12.5 billion in...
AI & Finance™ | News for the Week Ending 4/12/24
Artificial intelligence applications in finance are news, and small, yet expanding at a rapid rate—but the newfangled generative AI is quickly becoming ubiquitous in our...
AI & Finance™ | News for the Week Ending 2/16/24
Most advisors probably have yet to use generative artificial intelligence in their day-to-day work experience—in fact, in a recent survey from Totumai and 8...
WEALTHTECH INSIDER: How Advisors are Influencing Clients to Take Their Financial Advice
The role of an advisor has shifted rapidly in recent years. Investors no longer approach them to “beat the market” or to perform stand-alone asset management that has become commoditized in our industry.
Publisher Notes For 8/1/23
Friends, If you're like the majority of America, it has been HOT HOT HOT! Now as things cool down a touch, time to focus back on markets and news in the digital wealth sector, and we've got it for you right here. READ UP!!