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DriveWealth’s Acquisition of Cuttone & Co. Brings Pioneering Technology for Global Retail Investors to...
DriveWealth, a leading global brokerage infrastructure platform, today announced the acquisition of Cuttone & Company, a globally-respected New York-based institutional broker dealer, thus bringing its pioneering technology to the floor of the New York Stock Exchange (NYSE)
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...
AI & Finance™ | News for the Week Ending 12/5/25
The whole world can tell it was a holiday week in the U.S. just by looking at the financial artificial intelligence news.
Welcome to AI & Finance,...
Prudential Advisors’ New iOS App Brings Wall Street Tools to Advisors’ Pockets
In an industry where minutes equal money, Prudential Advisors is pushing financial planning into the mobile era. With the launch of its new Prudential...
Advisor Tech Talk (Week of 12/2/25)
I love my family’s wealth manager—but they might not be my family’s wealth manager for the long haul.
And wealthtech is part of the...
AI & Finance™ | News for the Week Ending 11/28/25
I am thankful that I get to live and write during the emergence of practical, broadly accessibly artificial intelligence.
Even though it’s likely to put my profession—and many...
Advisor Tech Talk (Week of 11/25/25)
Nostalgia is big business, but it won’t work for every part of the economy—particularly the financial services industry.
Welcome to a Thanksgiving-week Advisor Tech Talk, and...
Decentralized Diaries for the Week of 11/24/25
Crypto volatility isn't new, but the effects remain jarring. That didn't stop the industry, as projects continued to churn out solutions.
The headlines:
According to...
AI & Finance™ | News for the Week Ending 11/21/25
Artificial intelligence isn’t slowing down—it's still accelerating, especially in slow-adopting sectors like the financial services industry.
Welcome to a big AI & Finance—big not just in headlines, but in...