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FINTECH VIEWS: The Tech Integration Evolution in Wealth Management

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As industry watchers have focused on the headline-inducing developments in wealth management – consolidation, private equity, breakaway advisors, the cost of capital – a...

Creative Disruption In The Clearing and Custody Landscape

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A small group of large, well-known national players has long dominated the clearing and custody space. The most substantive change of note recently within...

How TIFIN AG Is Helping Wealth Enterprises Drive Net New Asset Growth From Their...

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At its core, TIFIN AG exists to bring more people into the world of financial advice. We achieve this by creating machine learning models that generate insights, signals, and intelligence to help wealth enterprises grow faster.

AI EDUCATION: What is Google AI?

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We imagine that headline got your attention.  If you don't know who Google is by now, you've been living under a rock INSIDE of...

AI & Finance™ | News for the Week Ending 5/17/24

With artificial intelligence in finance, technology is no longer a path out of the pitfalls of money behaviors.  Over the past half century, the financial...
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DWN Publisher Notes For 5/15/24

Friends, we think you'll like our lead story this week - I can certainly identify with it, as it's a bit hard to know what to watch these days. Meanwhile, we have SO MUCH NEWS to report along with an interesting op-ed on digital assets....READ UP!!

Advisor Tech Talk (Week of 5/13/24)

There’s nothing like a little confirmation to restore your pride, and among this week’s advisor tech headlines is a survey cementing...

CRYPTO IS MACRO NOW: Swords Drawn-SAB 121 Moves Through Congress | Op-Ed

This House of Representatives has voted in favor of a bill to repeal SAB 121, the SEC’s guidance blocking banks from offering crypto custody, while the White House said it would veto the bill.

AI EDUCATION: What is Claude?

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Publisher's Note: In our ongoing effort to educate our readers about everything AI, we select a weekly topic to delve into in our AI...

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...