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Advisor Tech Talk (Week of 8/28/24)

Financial advisor guru and self-declared nerd Michael Kitces made a not-so-bold assertion in a recently published report: The pool of desirable clients...

The Week in Digital Wealth (8/27/24)

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Partnerships ruled last week, with innovation-focused collaborations taking center stage. Use cases expanded and light touch regulatory action thrived. Headlines to take note of: The...

Decentralized Diaries for the Week of 8/27/24

Governments continued to exert their influence(s) on the industry, with increasing adoption despite bad actors showing up. Stablecoins are improving the odds of adoption,...

Top 5 VC Deals of the Week in Fintech (8/26/24)

If you build it, they will come. Many startups could win the game if it were as simple as building a baseball...

LESSONS IN POP CULTURE | What Professional Arm Wrestling Can Teach Us

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By Michael Partnow In my continued pursuit to attend sporting events of all “types” in person, I am thrilled to share that I just attended...

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,...

AI EDUCATION: What Is a Systems Integrator?

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Each week we find a new topic for our readers to learn about in our AI Education column.  This week we were inspired by defense, national security...

AlphaTrAI Continues to Execute Growth Strategy, Acquires Anchor Advisory Services

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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

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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...

The Taylor Market Report (8/20/24)

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Boy, I hope everyone has a plan. Mine is get neutral and be in as much cash as you can. I have seen and been involved in the 1987 crash, the dot.com bust, the 2008 financial crisis, the COVID crash and a few "extras." THIS is one of the most dangerous times to be in financial markets I have seen. That's a lot.