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NASDAQ Channels The Clash – “Should I Stay Or Should I Go?”

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The second largest trading exchange in the world (behind the NYSE) has met with several state governors recently to explore potential "opportunities" and, as usual, the leading candidate for a relocation is TEXAS! Specifically, Houston.

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...

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...

AI & Finance™ | News for the Week Ending 2/27/26

Well, it happened again.  That’s probably the wrong way to look at the big U.S. stock market decline earlier this week, which for the second week in a row...

Advisor Tech Talk (Week of 2/24/26)

As Mother Nature dumps a ton of snow on the northeastern urban corridor, we’d like to ask whether we’re a little bit out over our skis...

AI & Finance™ | News for the Week Ending 2/20/26

Humans always eventually seem to use science and technology to predict our own doom—if not cause it.  Welcome to AI & Finance, and yes, it was a...
The Week in Digital Wealth

The Week in Digital Wealth (2/17/26)

The industry shifted gears to full throttle as partnerships continued to hold sway. Headlines to take note of: Max introduced banking capacities to its...

Advisor Tech Talk (Week of 2/17/26)

Do we have your attention now?  It was a huge week for financial advisor technology, we have the headlines below, but we need...

AI & Finance™ | News for the Week Ending 2/13/26

Since we started AI & Finance, sometimes it feels like we’re talking up artificial intelligence too much, that we may be overly enthusiastic or optimistic about...

Advisor Tech Talk (Week of 2/10/26)

It’s ironic that we write about technology, as we’re kind of a luddite.  Welcome to a big Advisor Tech Talk—not big in the sense of a...