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Decentralized Diaries for the Week of 9/10/24

Innovation continued to rule the industry, with bad actors continuing to find new ways of performing their nefarious activities. Institutional interest also continued to...

Advisor Tech Talk (Week of 9/3/24)

In last week’s roundup of wealth management technology news, we discussed a prominent financial advisor’s recent reading of U.S. Census and...

AI & Finance™ | News for the Week Ending 7/26/24

Before we get to your financial artificial intelligence headlines in this week’s edition of AI & Finance, we should discuss the biggest technology news...

Decentralized Diaries for the Week of 7/9/24

Legislative efforts swung back and forth, with the industry having some losses. Expectations of a win on Capitol Hill are in the air. The...

AI EDUCATION: What Is Perplexity?

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Each week we find a new topic for our readers to learn about in our AI Education column.  This week we were inspired by a conversation with...

Advisor Tech Talk (Week of 6/4/24)

The 100,000th Certified Financial Planner has been named, and she’s a 31-year-old millennial woman from Bedminster, N.J. named Simone Lee—a second-generation...

SLK Private Wealth Brings $300 Million Team to Sanctuary Wealth Network

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SLK Private Wealth, a Sanctuary Wealth partner firm, has added Los Angeles-based advisors Adam Weinstock, CFP® and Eleanor Weinstock to the practice. The team...

AI REGS & RISK: The Dark Side of AI, Part 1 – Global Risks...

By Greg Woolf, AI RegRisk Think Tank On April 18, Meta opened the floodgates of concern by choosing to open-source Llama 3. This model rivals...

Decentralized Diaries for the Week of 5/13/24

With the elections coming (in November), both sides of the political spectrum have differing views on how crypto firms should operate.  That said, the SEC...

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.