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AI & Finance™ | News for the Week Ending 3/8/24

Once again, we have a rather large and long list of financial artificial intelligence-related headlines and announcements this week. And once again, it’s only...

Advisor Tech Talk (Week of 2/13/24)

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Wealth technology is continuing to evolve, and we’re here to help you decipher it. Of course it was another busy week in...

The Week in Digital Wealth (11/27/23)

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Business continued in full swing despite the holiday buzz. Regnology and Moodys unveiled a partnership, while eToro revealed a new portfolio focused on natural disaster...

Advisor Tech Talk (Week of 11/21/23)

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In this week’s advisor tech talk, wealth tech executives are on the move.  Competent leaders often play musical chairs with different C-Suite...

Advisor Tech Talk (Week of 10/31/23)

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The wealthtech news firehouse opened up last week, and as a result, there are plenty of advisor technology headlines to discuss...

The Week in Digital Wealth (10/9/23)

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  Happy Columbus Day! The FinTech industry continued to move along with TS Imagine's new tools. BBH, the FI giant, added execution services. The BIS continued the CBDC...

Advisor Tech Talk (Week of 10/09/23)

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This week we have another full load of advisor tech headlines, including two from digitally oriented, fast-growing RIAs.  Edelman Financial Engines and...

Top 5 VC Deals of the Week in Fintech (9/12/23)

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The bigger they are (the harder they fall)... Many VC-backed startups have closed down or seen valuations fall in the past few...

The Week in Digital Wealth (8/28/23)

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The industry picked up steam as the heat of summer continued to recede with the probability of higher interest rates from the Fed. Tradeweb was...

The Week in Digital Wealth (5/3/23)

By Christopher Hamman Happy new month! Besides banking failures, the "other" big issue hovering in the air is a...