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Advisor Tech Talk (Week of 10/9/24)
I know that it might seem like we say this a lot at Digital Wealth News, but this was an extraordinary...
STANDARD DEVIATIONS PODCAST: Cady North – The Art of Sabbatical
This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Cady North, Founder and CEO of North Financial Advisors
Cady North...
WEALTHTECH 3.0: Founders Arena Welcomes Third Cohort of Startups Innovating Financial Services
The Founders Arena WealthTech Accelerator, in partnership with SEI®, First Rate, Inc., Republic Capital Group, the City of Arlington, and the Arlington Economic Development Corporation, has officially announced the third cohort of startups participating in its global accelerator program.
FINTECH VIEWS Q&A: TradingBlock Founder and CEO on Serving a Spectrum of Traders
Founded in 2003 by Chicago Board of Options Exchange (Cboe) alum Jere Wickert, TradingBlock began as a broker-dealer and has evolved over the years...
Advisor Tech Talk (Week of 10/2/24)
This week in Advisor Tech Talk, wealth management continues its hot streak of activity, and of course, wealthtech follows suit.
The biggest...
Advisor Tech Talk (Week of 9/24/24)
Ah yes indeed, it was another busy week—not just in advisor technology, but in wealth management as well. Many acquisitions were...
AI & Finance™ | News for the Week Ending 9/20/24
Welcome to another edition of AI & Finance bursting at the seams with financial artificial intelligence news!
This week we have items from some of...
Advisor Tech Talk (Week of 9/17/24)
While we still have a few days in astronomical summer to sort through, for all intents and purposes, summer is over...
AI & Finance™ | News for the Week Ending 9/13/24
Even as a wave of institutions and businesses are embracing artificial intelligence, speedbumps remain to the technology’s proliferation. In this week’s AI & Finance...
Advisor Tech Talk (Week of 9/10/24)
There’s a lot of wealthtech news to get to, even in a holiday-shortened Advisor Tech Talk, but first we should discuss...