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Advisor Tech Talk (Week of 7/2/24)

Artificial intelligence is everywhere, but not everywhere in wealth management—yet.  In fact, as we frequently note in our weekly AI & Finance...

AI & Finance™ | News for the Week Ending 6/21/24

We are now more than 19 months from generative AI surging into the public consciousness in a major way with the initial launch of...

Advisor Tech Talk (Week of 6/18/24)

It’s probably not happening in 2024, and thus, advisors should breathe a sigh of relief.  As consumers continue to explore fintech and...

DWN Publisher Notes For 6/12/24

Friends, we had an amazing trip to TX (except for the Nvidia stock split, but that's a diff story), and now we're back at it!  Meanwhile the TX Stock Exchange was announced and it seems like fintech & AI keep rolling, despite ongoing geopolitical uncertainty...READ UP!

Advisor Tech Talk (Week of 6/11/24)

Fifteen years ago an Old El Paso commercial about whether a family should eat hard or soft tacos became a lasting...

FINTECH VIEWS: The Tech Integration Evolution in Wealth Management

As industry watchers have focused on the headline-inducing developments in wealth management – consolidation, private equity, breakaway advisors, the cost of capital – a...

DWN Publisher Notes For 4/24/24

Friends, this week we celebrate the second cohort of wealthtech accelerator The Founders Arena. Our industry needs advocates like this to help mentor growing companies! Meanwhile, you'll find all the latest wealthtech, defi, fintech and VC deal news right here!  READ UP!

Advisor Tech Talk (Week of 4/22/24)

The biggest advisor tech news this week is not among our list of headlines.  Because this news did not come from a...

Advisor Tech Talk (Week of 2/6/24)

It was another busy week in advisor-facing wealth tech, with a few big names dropping interesting announcements.  In this week’s Advisor Tech...

Advisor Tech Talk (Week of 1/29/24)

This week in advisor tech news, we have several big tech-oriented studies and research projects publishing, including T3’s annual advisor tech...