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In this week’s 'AI & Finance' column, we have a lot of artificial intelligence-related news from the regtech, proptech, insuretech, martech and lendtech sectors...

Friends, Happy 2024, and hoping you had a beautiful holiday season! The new year brings a new tracking index from our team-the DWN AI Index.  There's no doubt in our minds that AI is THE future of digital wealth!  READ UP!

Well, we could open this week’s Advisor Tech Talk the way we’ve opened most of our columns this year, by declaring...

Any well-built technology is only as good as the information that an advisory firm feeds it. For an AI-driven marketing automation platform, that fuel is fed via integrations, said AJ Boury, Clout by TIFIN’s CMO.

Advisors changing some or all of their technology stack should give some thought as to how they will implement that change—how will they onboard their staff? How will they help clients through the transition?

CogniCor, the Palo Alto-based provider of artificial intelligence-enabled digital assistants and business automation platforms for the financial services industry, announced its Meeting Assistant can...

“The technology that helps a start-up mature and move through its growth phase rarely suits that firm’s needs when it comes time to scale,” said Adrian Johnstone, president and co-founder of Practifi.

The marketing department often provides a vendor list for independent advisors under an RIA or independent BD model to select technologies to help them market their services.

  The SEC has revealed it uses AI tools for its enforcement activities (who knew, right?). State Street has a new liquidity offering. Deloitte's "romance" with the...

Friends, summer break continues, even as the digital wealth and wealthtech sectors continue to march on, with more VC deals, etc. Meanwhile, is it the markets - or market participants - that have changed? READ UP!!