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The Week in Digital Wealth (10/15/24)
New solutions continued to emerge in tandem with partnerships. Election concerns did little to calm fever-pitch activity. Regulators took a proactive approach.
Headlines to take...
AI & Finance™ | News for the Week Ending 9/27/24
Happy Autumn, it’s time for a pumpkin-spiced edition of AI & Finance—and we do have a good number of financial artificial intelligence headlines to...
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...
The Week in Digital Wealth (7/30/24)
Hot summer came with a few moves from the regulators alongside earnings season for the first half of 2024. Consumers were (once) again in...
Genstar Capital Takes on Docupace
The back-office software provider Docupace has new financial partners. The Homel, New Jersey-based fintech firm announced a “strategic majority investment” from Genstar Capital, a...
The Week in Digital Wealth (7/9/24)
Multiparty collaborations are (finally) seeing the light, with a focus on niche utility. That said, the industry is (seemingly) shifting back to its startup...
Advisor Tech Talk (Week of 7/9/24)
Another summer holiday week is in the books, but there’s still plenty to discuss in advisor technology—including two potentially industry-changing announcements.
One,...
AI & Finance™ | News for the Week Ending 6/28/24
We write a lot about the positives and potential of artificial intelligence because it’s fun to envision the future and watch it unfold and...
AI & Finance™ | News for the Week Ending 6/14/24
One of the first myths regarding artificial intelligence and finance we addressed after founding this feature months ago was the idea that AI would...
Advisor Tech Talk (Week of 6/11/24)
Fifteen years ago an Old El Paso commercial about whether a family should eat hard or soft tacos became a lasting...