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