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TD Ameritrade Veteran Jim Dario Joins SageView to Drive Wealth Management Growth

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Long-time custody space leader Jim Dario was recently named the Head of SageView Advisory Group's rapidly growing comprehensive...

Don’t Worry ‘Bout a Thing. Yeah Mon. Janet Yellen’s Weekend Message.

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Speaking last weekend on NBC's "Meet the Press," Treasury Secretary Janet Yellen ("J-Yell") downplayed any fears that government spending trillions of dollars will lead to inflation. Whew! Nothing better than hearing the calming re-assurance from the Washington. Move along, nothing to see here.

2020’s Rise Of Digital Retail Presaged The January Frenzy

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The roar of retail was amplified and crescendoed by emerging and established fintech long before it caught hedge fund managers in a short squeeze, according to a recent report from DriveWealth.

Top 5 VC Deals of the Week in AI (5/9/24)

This week we continue our series on the top 5 VC-funded deals in AI. This week we, once again, have a $1B USD raise (we...

AI EDUCATION: What is Claude?

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Publisher's Note: In our ongoing effort to educate our readers about everything AI, we select a weekly topic to delve into in our AI...

Using Tech to Connect to Your Clients’ Kids and Grandkids

By Tanya Van Court is CEO & Founder of Goalsetter Fueled by a passion for technology, I charted my early career in Silicon Valley when...

AI & Finance™ | News for the Week Ending 5/3/24

Is AI in a Bubble? Any time an emerging technology captivates consumer attention and generates tremendous amounts of investor excitement, market watchdogs begin to ask...

Top 10 VC Deals of the Week in AI (5/3/24)

This week we continue our series on the top VC-funded deals in AI. We promised early on with the launch of AI & Finance™  that...

Marketing Matters: The Evolution of Third-Party Solutions Providers in an Evolving Ecosystem

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Third-party, digitally-enabled marketing solutions focused on driving lead gen for independent financial advisors continue to proliferate, and small wonder.  Effectively identifying and converting prospective...

Top 5 VC Deals of the Week in AI (4/26/24)

This week we continue our series on the top 5 VC-funded deals in AI. This week's winners included the pharma sector with a WHOPPING $1...