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CogniCor AI-Powered Solution now on Salesforce AppExchange
CogniCor, a wealth management AI solutions firm based in Palo Alto, California, recently announced that its WealthMate capabilities and Advisor Copilot platform are now...
DWN ROUNDTABLES: Salesforce Integration – Harnessing the Power of Wealthtech
Relationships are central to a successful wealth management experience. That reality extends beyond the advisor/client relationship to how technologies interact with each other within an enterprise.
AI & Finance™ | News for the Week Ending 10/2/26
We have a fun job, folks. Technology is a blast to write about on its own, as there's always something new or provocative happening,...
Advisor Tech Talk (Week of 9/28/26)
Remember cryptocurrency and blockchain?
We don't hear an awful lot about them these days on the wealthtech front, in part because we're...
AI INTELLIGENCE | Weekly Top 10 (9/17/26)
This may be remembered as the week when the artificial-intelligence industry's debate shifted decisively from how fast AI can advance to how fast it...
LOOKING BACK | AI Execs Join Chorus to Restrain Development
Anthropic CEO Dario Amodei has spent years arguing that advanced artificial intelligence could cure diseases, accelerate economic growth and improve billions of lives. His...
INDUSTRY BRIEF | Anthropic Launches Claude for Financial Advisors with Wealthtech Partners
Anthropic has spent much of the past year pushing Claude deeper into financial services. Now it is moving directly onto the financial advisor’s desktop.
On...
AI INTELLIGENCE | Weekly Top 10 (9/10/26)
The artificial intelligence industry spent the past week confronting two increasingly intertwined realities: frontier AI systems are becoming substantially more capable, and the political,...
Advisor Tech Talk (Week of 9/7/26)
Goodbye, summer doldrums.
Wealthtech didn't just stay hot through the whole season, it evolved.
In the early days of Advisor Tech Talk (welcome,...
AI & Finance™ | News for the Week Ending 8/21/26
Erosion is a slow, but provocative process.
This was brought home to us this summer as we hiked around Appalachia climbing around stunning natural arches...