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Advisor Tech Talk (Week of 12/4/24)
While we had plenty of wealthtech headlines to share with you last week, the Thanksgiving holiday has served to reduce the...
The Week in Digital Wealth (12/3/24)
The Thanksgiving week combined with end-of-month activities slowed things down a bit in the digital wealth sector, but the industry performed optimally, with product...
AI & Finance™ | News for the Week Ending 11/29/24
It’s a holiday week AI & Finance and we still have plenty of news to cover, so we’re scrapping tentative plans to revisit some...
AI & Finance™ | News for the Week Ending 10/25/24
This time on AI & Finance, we’re going to return to two fairly familiar but timely topics before we press on to an extensive...
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...
DWN Publisher Notes For 6/19/24
Friends, have you considered voting for an AI for Congress? Well, it's happening in the UK for a Parliament seat. Meanwhile, we saw a MASSIVE $650M funding in the financial research sector this past week. The news continues, even during the "slow" summer months...READ UP!
The Week in Digital Wealth (6/18/24)
The industry shifted from embedded integrations to partnerships. Unveiled solutions (also) had a utility focus, solving customer-related problems (seamlessly).
Headlines to take note of:
The...
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...
AI & Finance™ | News for the Week Ending 5/17/24
With artificial intelligence in finance, technology is no longer a path out of the pitfalls of money behaviors.
Over the past half century, the financial...
Advisor Tech Talk (Week of 5/13/24)
There’s nothing like a little confirmation to restore your pride, and among this week’s advisor tech headlines is a survey cementing...