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Decentralized Diaries for the Week of 11/12/24

The recently concluded elections showed the crypto industry's new outlook as the sector took center stage in ongoing conversations and choices voters made. Implementing...

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...

Advisor Tech Talk (Week of 10/2/24)

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This week in Advisor Tech Talk, wealth management continues its hot streak of activity, and of course, wealthtech follows suit.  The biggest...

Advisor Tech Talk (Week of 9/24/24)

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Ah yes indeed, it was another busy week—not just in advisor technology, but in wealth management as well. Many acquisitions were...

The Week in Digital Wealth (7/16/24)

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Collaborations continued to play a key factor in the industry, with new use cases taking center stage. Regulators played their role, this time from...

AI & Finance™ | News for the Week Ending 5/31/24

When technology moves as quickly as artifical intelligence in finance has over recent months, it begins stretching and distorting our civic and cultural codes...

Essential Edge Appoints Alex David to Advisory Board

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Santa Fe, New Mexico-based Essential Edge Compliance Outsourcing Services, a provider of third-party compliance services for broker-dealers and RIAs, has added wealth management industry...

The Week in Digital Wealth (3/11/24)

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Data Data Data! Data (it seems) is the new industry buzzword, with automated solutions providing a context for several use cases.  Meanswile, AI continued to...

Advisor Tech Talk (Week of 12/4/23)

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We’re not just howling into the wind when it comes to next generation technology—the future is now.  For financial advisors, reading about...

The Week in Digital Wealth (11/14/23)

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Industry innovations continued to take center stage as earnings season set in. DTCC launched its data product. Broadridge launched twin analytics products. J.P. Morgan's "JPM Coin" has...