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Top 5 VC Deals of the Week in Fintech (4/1/24)

ABC, 1-2-3, and everything in-between Pleasantly, VCs are funding series rounds and returning to add more money, as demonstrated in this week's...

Top 5 VC Deals of the Week in AI (3/29/24)

What an incredibly diverse group of companies (and categories) make up our top 5 venture-funded AI deals for the past week.   And btw, this week...

AI & Finance™ | News for the Week Ending 3/29/24

While it’s true that the introduction of artificial intelligence into every area of human activity—including our financial lives—will bring new vulnerabilities and risks to...

Advisor Tech Talk (Week of 3/25/24)

There’s a lot of money in motion in 2024, and it’s not just in mergers and acquisitions or retirement rollovers.  No, this...

Top 5 VC Deals of the Week in Fintech (3/25/24)

Capital is flowing, and the pace is slowing... Many funding deals are still happening, but at lower dollars, and M&A has slowed....

Top 5 VC Deals of the Week in AI (3/22/24)

Our new column “Top 5 VC Deals of the Week in AI” outlines the largest VC-funded deals in the artificial intelligence sector for our...

AI & Finance™ | News for the Week Ending 3/22/24

We try to cast a broad net when unearthing the latest and greatest financial artificial intelligence news each week—but as the weeks progress, we’re...
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DWN Publisher Notes For 3/20/24

Friends, this week we explore why $22 burritos matter and continue to see massive trends toward AI utilization + more. Meanwhile, in the spirit of the season, click through to see a graph of the March Madness bracket that AI ChatGPT picked, published in Sportsbook Review!  UConn all the way, baby!

Binah Begins: Merger Creates New Public Wealth Management Firm

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Kingswood Acquisition Corp. ("KWAC"), a special purpose acquisition company (SPAC), has merged with broker-dealer aggregator Wentworth Management Services LLC (“Wentworth”) to create Binah Capital...

Advisor Tech Talk (Week of 3/18/24)

Yes, AI might be responsible for the hottest news in the advisor tech universe, but blockchain, cloud and conventional roboadvisors still...