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The Week in Digital Wealth (10/22/24)
"Integrations" remained last week's buzzword, with end-user utility defining the Fall's tone. The winners remained those who could best solve problems within well-defined regulatory...
The Week in Digital Wealth (9/24/24)
Innovation resumed its front-seat status, with partnerships giving rise to fast-paced deployments. Interestingly, there are a few "old vs. new" solutions that reflect everyday...
The Week in Digital Wealth (9/17/24)
Slight friction between regulators and industry players signaled (forthcoming) interesting interactions between both parties. Everything continued humming as usual, but a user-centric approach to...
The Week in Digital Wealth (9/10/24)
Integrations and partnerships helped improve customer experiences alongside new product features. Government regulation remained light touch as the focus shifted towards improved utility.
Headlines 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...
The Week in Digital Wealth (8/20/24)
Last week was a mix of several things blending. Notably, integrations returned and utility continued to thrive.
Headlines to take note of:
The OCC added...
The Week in Digital Wealth (8/14/24)
Niche sectors ruled last week with evidence of improved and seamless innovation occurring. Fintech firms lowered the barriers to market entry, especially for several...
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...
Top 5 VC Deals of the Week in Fintech (7/22/24)
A Hot mess
The headlines about failure on MS systems (with 'flare') keep coming. Worldwide outages are exposing issues with software updates....
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...