AI & Finance™ | News for the Week Ending 7/24/26

We might end up missing the AI boat even though we showed up to the dock on time—because we never bothered to learn to...

LOOKING BACK | Wealth Management Becomes Financial AI Proving Ground

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For much of the generative AI era, financial services executives have spoken about artificial intelligence in sweeping terms. Bank CEOs have promised productivity revolutions....

WE ASKED | Is AI Checking Your Work?

Everything, everywhere, all at once. That's where AI is going. Actually, that's where AI has went, and for every neat new tool available in the...

AI & Finance™ | News for the Week Ending 7/17/26

We used to say the news just writes itself because there was a lot of stuff going on that was instantly interesting to readers,...

LOOKING BACK | What Are Policymakers Doing About Financial AI?

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AI has come a long way, baby.  In a very short amount of time, too.  And it’s not just the technology that we’re talking about, but the regulatory discussions around artificial intelligence in...

AI & Finance™ | News for the Week Ending 7/10/26

Maybe we need to keep our big mouth shut, before we cause real trouble.  Welcome to a surprisingly full AI & Finance—we only say that because, for a...

WE ASKED | What Is Your Favorite Work Technology?

We write a lot about the drawbacks and risks of technologies, but what about the benefits? Shouldn't good technology be delightful to us? We...

LOOKING BACK | What Is AI’s Role in Financial Services?

We’ve sure gotten a lot of cool technology over the past decade. Do we really know what we want it to do?  For now, AI’s...

AI & Finance™ | News for the Week Ending 7/3/26

Let’s continue the birthday celebrations with an acknowledgement that we are both young and old in the best of possible ways.  Welcome to AI & Finance, where we...

WE ASKED | Are Advisors Really Worried About AI?

We think AI is going to be a great disruptor, but what do financial advisors really think?  Of course, we get regular poll numbers from...