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Options Visionary & Cboe Founder Joe Sullivan Passes

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Earlier this week, Cboe issued a statement announcing the passing of the exchange's founder Joe Sullivan on October...

DWN AI Index™ | Weekly Report

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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

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

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

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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

The Week in Digital Wealth (11/24/25)

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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

The Week in Digital Wealth (10/27/25)

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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...