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AI & Finance™ | News for the Week Ending 5/10/24

We’re coming up on the four-month anniversary for AI & Finance™, but it seems like we’ve been writing about the artificial intelligence revolution brewing...

Dr. Maureen Schumacher Joins Smarsh as Chief Marketing Officer

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Smarsh, a digital communications compliance and intelligence company, announced the appointment of Dr. Maureen Schumacher as its new Chief Marketing Officer. She will lead...

Advisor Tech Talk (Week of 5/6/24)

There’s nothing like a good surprise to keep us humble and ready to learn, and there’s a nice surprise embedded in...

The Week in Digital Wealth (5/6/24)

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Things continued (as usual) with the industry taking on AI expansions and integrations. That said, other integrations were (also) in play, while compliance remained...

Decentralized Diaries for the Week of 5/6/24

This period marks a significant shift in the cryptocurrency industry, with the departure of influential figures who once seemed invincible. The landscape is evolving,...

Top 5 VC Deals of the Week in Fintech (5/6/24)

How much VC capital is enough? When searching Google for "how much VC capital a startup needs to launch,"  Google displays "how...

AI & Finance™ | News for the Week Ending 5/3/24

Is AI in a Bubble? Any time an emerging technology captivates consumer attention and generates tremendous amounts of investor excitement, market watchdogs begin to ask...

StratiFi joins forces with Altruist

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StratiFi, a risk management platform that provides wealth management firms and industry professionals with solutions for portfolio risk analysis, client risk profiling and compliance,...

Sanctuary Wealth Acquires tru Independence

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Sanctuary Wealth, the Indianapolis-based wealth management firm, has acquired tru Independence, a Portland, Oregon-based enterprise that supports 30 RIA firms managing $12.5 billion in...

AI REGS & RISK: Industry-wide Insights on AI

By Greg Woolf, AI RegRisk Think Tank We recently moderated a roundtable at an AI for Executives conference focused on executive-level implications of AI adoption,...