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Options Visionary & Cboe Founder Joe Sullivan Passes
Earlier this week, Cboe issued a statement announcing the passing of the exchange's founder Joe Sullivan on October...
DWN AI Index™ | Weekly Report
The DWN AI Index™ is a new benchmark stock index of the artificial intelligence (AI) sector.
The index is comprised of a diversified group of...
Advisor Tech Talk (Week of 4/28/26)
We say it a lot, but boy, was it a busy week for wealthtech. We hope you enjoy this edition of...
Advisor Tech Talk (Week of 4/21/26)
If finance were one of Jim Henson’s Muppets, it would be Sam the Eagle.
It’s ironic that the financial services industry, and wealth management...
The Week in Digital Wealth (3/23/26)
The industry continued evolving despite geopolitical headwinds. User-centric developments continued to shine, with integrations improving access to financial services.
Headlines to take note of:
Apollo...
The Week in Digital Wealth (3/16/26)
The focus this week was squarely on market structure evolution, the relentless march of AI into every corner of the financial services industry, and...
Options Platform Joins Blockchain-Native Capital Markets Network
Chicago-based TradingBlock, a two-decade-old brokerage platform for professional options traders, is joining Nant Global Finance, part of NANT – supported by Dr. Patrick Soon-Shiong...
The Week in Digital Wealth (11/24/25)
Partnerships and product launches accelerated, while regulators kept a low profile as the industry shifted into holiday mode.
Headlines to take note of:
ICE introduced...
The Week in Digital Wealth (10/27/25)
The industry defied odds to enable enhanced integrations. Regulatory patterns shifted towards internal processes as government agencies created emergency infrastructure to handle critical issues.
Headlines...
AI & Finance™ | News for the Week Ending 9/26/25
We left our last full-time job back in February of 2024, entering what we declared would be an extended sabbatical—and, to be honest, we...





