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THE LEAD | Did 2025 Not Get the Message?
Here we are a couple weeks into the new year and still nobody has come forth to fully inform 2025 that investors are waiting (and expecting) blue sky, warm weather, positive investing returns and reduced inflation. Get the memo. What could possibly go wrong?
THE LEAD | The Fed Chairman Got “The Message”, REVISITED
It actually happened. Following up on a story we ran a month ago in August 2024 (below) correctly saying the Fed would cut interest...
TD Ameritrade Veteran Jim Dario Joins SageView to Drive Wealth Management Growth
Long-time custody space leader Jim Dario was recently named the Head of SageView Advisory Group's rapidly growing comprehensive...
Don’t Worry ‘Bout a Thing. Yeah Mon. Janet Yellen’s Weekend Message.
Speaking last weekend on NBC's "Meet the Press," Treasury Secretary Janet Yellen ("J-Yell") downplayed any fears that government spending trillions of dollars will lead to inflation. Whew! Nothing better than hearing the calming re-assurance from the Washington. Move along, nothing to see here.
2020’s Rise Of Digital Retail Presaged The January Frenzy
The roar of retail was amplified and crescendoed by emerging and established fintech long before it caught hedge fund managers in a short squeeze, according to a recent report from DriveWealth.
Advisor Tech Talk (Week of 9/14/26)
Wealthtech got right down to business after Labor Day.
We know it's not a very creative way to kick off this Advisor...
Digital Wealth News AI Reality Check: Sid Yenamandra, Surge Ventures
Artificial intelligence is getting better at identifying problems across wealth management, but according to Surge Ventures CEO Sid Yenamandra, that may not be the...
AI & Finance™ | News for the Week Ending 9/11/26
Summer's over in my shore town.
Our traffic's back to nearly tolerable levels, the lines at the grocery stores and gas stations are shorter,...
Top 5 VC Deals of the Week in AI (9/9/26)
This week we continue our series on the top 5 VC-funded deals in AI.
This week our overall AI venture capital activity gained back some...
INDUSTRY BRIEF | ChatGPT Joins the AI & Finance Fray
AI, know thyself. That's kind of what we've asked of ChatGPT in this not-so-brief industry brief. OpenAI's ChatGPT was tasked with writing a piece...