Home Search
Base - search results
If you're not happy with the results, please do another search
AI & Finance™ | News for the Week Ending 8/23/24
Artificial intelligence is big now, but it’s going to get bigger.
I guess we could start out every week’s AI & Finance by saying that,...
Top 5 VC Deals of the Week in AI (8/23/24)
This week we continue our series on the top 5 VC-funded deals in AI.
This past week we did not see a single deal pass...
AlphaTrAI Continues to Execute Growth Strategy, Acquires Anchor Advisory Services
AlphaTrAI, an AI-driven technology solutions and services provider based in San Diego, has expanded its footprint by acquiring Anchor Advisory Services (“Anchor”), a scheduling...
FINTECH VIEWS: Securing Cyberspace: How Advisory Firms Can Combat Vulnerabilities
As the July 2024 CrowdStrike outage reinforced, cyber incidents can be devastating whether they originate with a bad actor or not. That’s why, across...
DWN Publisher Notes For 8/21/24
Friends, in addition to our always stellar industry news coverage, this week we have thought leadership on "authentic intelligence", advisor review sites, techonology's role in retirement income and a look at what's required when advisors move firms...READ UP!!
Advisor Tech Talk (Week of 8/21/24)
Digital natives expect to be served with technology and usually like technology to be part of every touch-point they have with...
The Week in Digital Wealth (8/20/24)
Last week was a mix of several things blending. Notably, integrations returned and utility continued to thrive.
Headlines to take note of:
The OCC added...
Decentralized Diaries for the Week of 8/20/24
Innovation continued to thrive in the industry, with bad actors taking their moves to new lows. Regulatory actions remained tight, with rising institutional interest.
The...
Top 5 VC Deals of the Week in Fintech (8/19/24)
A battle to the end....
As the summer heat continues, deals reveal competitors are battling to fund startups or embed themselves in...
FINTECH VIEWS: How Highly Successful Advisors Drive Organic Growth
By: Penny Phillips, President, Partner, Journey Strategic Wealth
How many times have we heard that advisors aren’t growing?
Year in and year out we hear the...