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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)
Advisor Tech Talk (Week of 9/14/26)
Wealthtech got right down to business after Labor Day.
We know it's not a very creative way to kick off this Advisor...
AI & Finance™ | News for the Week Ending 9/11/26
Summer's over in my shore town.
Our traffic's back to nearly tolerable levels, the lines at the grocery stores and gas stations are shorter,...
The Gatekeepers
By Eddie Tobler, Managing General Partner at West Coast Stock Transfer Corp
The Road to Riches – Is paved with broken glass
As previously noted, the...
Family Offices: Speeding Up Philanthropic Impact
By Lisa Morris
Family offices have a unique opportunity to act as the "Superman" of philanthropy when it comes to speed in providing help across...
AI & Finance™ | News for the Week Ending 9/4/26
We like AI. We use AI. We rely on AI. But, we still don't trust AI. Kind of sounds like a quote from The...
What Family Offices Should Learn from Dolly Parton
By Lisa Morris
The world is mourning the loss of Dolly Parton. She was a legendary artist, businesswoman and philanthropist. But perhaps the most remarkable...
Advisor Tech Talk (Week of 8/31/26)
We thought this would be a slow week.
We were wrong. Technology (still) doesn't have slow weeks.
Welcome to Advisor Tech Talk, where...
AI & Finance™ | News for the Week Ending 8/28/26
AI is now the elephant in the room.
To some extent, it’s the elephant in the room no one wants to talk about anymore, which...
AI & Finance™ | News for the Week Ending 8/21/26
Erosion is a slow, but provocative process.
This was brought home to us this summer as we hiked around Appalachia climbing around stunning natural arches...