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AI & Finance™ | News for the Week Ending 4/17/26
It’s more of the same this week.
A lot more.
We had so many AI & Finance headlines this week that we once again were thinking about...
Advisor Tech Talk (Week of 4/14/26)
Mark Twain is credited as saying “History doesn’t repeat itself, but it rhymes.”
He probably didn't say that, and whoever did say...
The Week in Digital Wealth (4/13/26)
The industry moved fast as products and solutions enhanced processes. Speed is the new name of the game, and innovation remains critical alongside automation.
Headlines...
AI & Finance™ | News for the Week Ending 4/10/26
We think we can call the debate over whether people will seek out personal, crucial advice from AI officially moot.
The new battlelines are drawn...
AI EDUCATION: What Is Contextual AI?
Each week we find a new topic for our readers to learn about in our AI Education column.
AI is great at writing generic content, but...
Advisor Tech Talk (Week of 4/7/26)
We know we’re about 42 days too late, but as the Cajuns love to say, “Laissez les bons temps rouler!”
Welcome to Advisor Tech Talk, where we’re letting the good times roll—until...
AI & Finance™ | News for the Week Ending 4/3/26
Everything’s going to be alright.
Not by default, we actually have to help make it so, but in the end, whatever is making us feel depressed and...
AI & Finance™ | News for the Week Ending 3/6/26
Is the sky falling? Because the “Chicken Littles” are definitely clucking.
Welcome to AI & Finance, where we have a big, broad bevvy of artificial intelligence...
Sowell Management Adds Significant AI Resources After Naming Altruist an Enterprise Custodial Partner
Firm to leverage Altruist’s Hazel platform to help advisors grow their practices, deepen client relationships and seek better outcomes
By DWN Staff
Sowell Management, the $6...
Advisor Tech Talk (Week of 3/3/26)
Most financial advisors need to periodically earn continuing education (CE) credits to keep their professional marks and certifications current. For most designations, earning CE credits doesn’t really mean that...