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Surge Ventures Acquires Kovair Software, Launches a Wealth Management Data Integration Platform

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Fintech venture studio company Surge Ventures announced that it has acquired Kovair Software, a software development and data integration solution firm. Surge Ventures says...

AI REGS & RISK: Riding the AI Wave – Out of the Lab And...

By Greg Woolf, AI RegRisk Think Tank Remember when your iPhone was just for calls and texts? Fast forward to today, and it's your pocket-sized...

AI & Finance™ | News for the Week Ending 3/29/24

While it’s true that the introduction of artificial intelligence into every area of human activity—including our financial lives—will bring new vulnerabilities and risks to...

The Taylor Market Report (3/26/24)

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BITCOIN has buyers. Lots of buyers and more coming. MicroStrategy and Michael Saylor have been huge buyers. With the 'halving' coming next month the supply of BITCOIN will again shrink.

AI & Finance™ | News for the Week Ending 3/22/24

We try to cast a broad net when unearthing the latest and greatest financial artificial intelligence news each week—but as the weeks progress, we’re...

Q&A: CogniCor Founder – AI Makes Advisors Better at Client Service

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When Sindhu Joseph, Ph.D. founded CogniCor in 2018, her vision was to provide the financial services industry with the tools needed to alleviate the...

Binah Begins: Merger Creates New Public Wealth Management Firm

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Kingswood Acquisition Corp. ("KWAC"), a special purpose acquisition company (SPAC), has merged with broker-dealer aggregator Wentworth Management Services LLC (“Wentworth”) to create Binah Capital...

Advisor Tech Talk (Week of 3/18/24)

Yes, AI might be responsible for the hottest news in the advisor tech universe, but blockchain, cloud and conventional roboadvisors still...

Decentralized Diaries for the Week of 3/18/24

Industry maturity is a given. How far things have come signals the emergence of a new normal. That said, legal issues are still a thing,...

AI & Finance™ | News for the Week Ending 3/15/24

Artificial intelligence has the ability to help transform the way people live—financially speaking, it’s already subtly changing the way we earn, spend, save and...