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DWN Publisher Notes For 11/19/24
Friends, how is it possible that NEXT WEEK is Thanksgiving already? As we move toward the holidays, it's interesting to note that industry news REALLY ramped back up after the election. To that end, check it all out below...READ UP!
Advisor Tech Talk (Week of 11/20/24)
It’s another week, and wealthtech is bigger and busier than ever before.
And if you think wealthtech is big—we'll refer you below...
AI & Finance™ | News for the Week Ending 6/28/24
We write a lot about the positives and potential of artificial intelligence because it’s fun to envision the future and watch it unfold and...
Advisor Tech Talk (Week of 6/25/24)
Even during a holiday week, there were plenty of wealth management headlines to report.
Sure, Juneteenth is relatively new as a federal...
Advisor Tech Talk (Week of 5/20/24)
Technology’s proliferation into wealth management is often viewed from a user experience perspective—we think of technology creative a better client or...
Advisor Tech Talk (Week of 4/29/24)
Advisor technology continued to progress this week with a squall of people moves as fintechs and traditional wealth management firms made...
AI & Finance™ Announcement
Publisher's Note: Friends, we're launching a new media brand called AI & Finance™, and the weekly column you're reading below (originally published on 1/24/24)...
Advisor Tech Talk (Week of 1/23/24)
There is a particularly long list of wealth tech headlines for this week’s edition of Advisor Tech Talk, and it’s not...
CogniCor Launches Pilot of AI-Enabled Digital Assistants Powered by Microsoft’s Azure OpenAI
CogniCor has launched a pilot program for its enterprise-ready, AI-enabled digital assistants that are newly integrated with Microsoft Azure OpenAI Service.
The Palo Alto-based CogniCor, a provider...
2023 | Advisor Tech Talk-Year in Review, Part 2
Well, we could open this week’s Advisor Tech Talk the way we’ve opened most of our columns this year, by declaring...