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NASDAQ Channels The Clash – “Should I Stay Or Should I Go?”
The second largest trading exchange in the world (behind the NYSE) has met with several state governors recently to explore potential "opportunities" and, as usual, the leading candidate for a relocation is TEXAS! Specifically, Houston.
AI & Finance™ | News for the Week Ending 1/16/26
Welcome! Let’s not waste words with a clever introduction this week—let's jump right into some AI & Finance data before going through a very long list of headlines.
Almost three-quarters of financial...
Advisor Tech Talk (Week of 1/13/26)
What a difference a week makes.
If you were with us last week—and we forgive you if you weren’t--you were treated to a...
AI & Finance™ | News for the Week Ending 1/9/26
Let’s start the new year off right—with a bang.
Welcome to AI & Finance where we do have a big list of headlines to report—but that’s more a product...
Advisor Tech Talk (Week of 1/6/26)
Happy New Year and welcome to the first Advisor Tech Talk of 2026!
We don’t know about you, but we’re a good five days into writing...
Advisor Tech Talk (Week of 12/23/25)
‘Tis the season to be merry.
And brief.
Welcome to a surprisingly busy end-of-the-year Advisor Tech Talk. In a period of muted news, wealthtech is...
AI & Finance™ | News for the Week Ending 12/19/25
Oh, what a year it was, and what a year it will be.
Its AI & Finance headlines time, for the last time in 2025. Yes,...
Advisor Tech Talk (Week of 12/16/25)
The battlelines are drawn and the debate is fully engaged on how to regulate artificial intelligence in the financial industry—and in particular wealth management.
Welcome to Advisor Tech...
AI & Finance™ | News for the Week Ending 12/12/25
Will people really trust artificial intelligence with their brains before they trust it with their nest-eggs?
The trust issue keeps coming up in conversations about...
Advisor Tech Talk (Week of 12/9/25)
Forget about your leftovers.
There are plenty of fresh wealth management technology headlines to feast on this week. Below you’ll get hefty helpings of news from the philanthropic...