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Advisor Tech Talk (Week of 5/5/26)
Are we Rebels, or are we just more storm troopers for an evil Empire?
Welcome to another Advisor Tech Talk, where we’re sitting down to round up the...
AI & Finance™ | News for the Week Ending 5/1/26
Here we are, in another week with plenty of AI bubble talk.
Then again, there’s plenty of real AI news going on to assure us...
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...
The Week in Digital Wealth (4/6/26)
Product launches continued to push boundaries. AI-focused solutions rule the industry, signalling a broader shift towards automation.
Headlines to take note of:
DTCC announced...
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...
Advisor Tech Talk (Week of 2/3/26)
It appears that the wealth management industry’s verdict on artificial intelligence is at least partially in.
Welcome to another Advisor Tech Talk,...
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 11/21/25
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...
AI & Finance™ | News for the Week Ending 11/14/25
A lot was happening in financial artificial intelligence this week.
Yes, we do have a lot of AI & Finance headlines below that stand as...
Top 5 VC Deals of the Week in Fintech (9/1/25)
Funding, Frontiers & Flow
This week’s fintech capital flows tell a story of scale and reach — from Turkey’s record-setting raise to renewed faith in...