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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...

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...

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...

AI & Finance™ | News for the Week Ending 4/26/24

In yet another busy week for financial AI, a clear pattern emerged: Insurtech, or technology used by the insurance industry and insurance consumers, is...

AI & Finance™ | News for the Week Ending 4/12/24

Artificial intelligence applications in finance are news, and small, yet expanding at a rapid rate—but the newfangled generative AI is quickly becoming ubiquitous in our...

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...

AI & Finance™ | News for the Week Ending 2/9/24

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A lot is happening in the AI universe – so much that it doesn’t make sense for us to single out any particular piece...

Advisor Tech Talk (Week of 11/21/23)

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In this week’s advisor tech talk, wealth tech executives are on the move.  Competent leaders often play musical chairs with different C-Suite...

The Week in Digital Wealth (9/12/23)

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The industry seems set for the fall, which may spring a few surprises! With T+1 settlement cycles coming, CBOE will launch a T-Bills futures product. State...

The Week in Digital Wealth (8/21/23)

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Though the numbers showed a mixed picture of the American economy, the industry remained upbeat with lower unemployment. Bloomberg went on the offensive with a...