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Advisor Tech Talk (Week of 3/11/24)

As fintech continues to proliferate and transforms the wealth management landscape, advisors are engaged in not one, but multiple arms races.  The...

Top 5 VC Deals of the Week in Fintech (3/11/24)

Just say "AI"... 2024 is the year of AI, a year for startups to dabble in it and VCs to fund it...

REAL CLEAR CRYPTO: The “Distraction” of Bitcoin as a Currency

Just like our ancestors used precious metals & real estate to store wealth, the modern generation has found a new avenue - Bitcoin. Michael Saylor has suggested that BTC might serve as an efficient wealth store for many.

AI & Finance™ | News for the Week Ending 3/8/24

Once again, we have a rather large and long list of financial artificial intelligence-related headlines and announcements this week. And once again, it’s only...

The Taylor Market Report (3/5/24)

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With the major action concentrated in the digital assets and gold, the S&P 500 is beginning to exhibit some wear and tear. There is something 'afoot' and the flight to both gold and bitcoin/ether says WATCH OUT. As we used to say on the trading floors, there is a "tone change."

What IF? AI Pluses & Minuses + Bitcoin Issues

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Crazy. There is a whole lot going on and in lots of different directions. Let's begin with March. A new month, the last month...
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DWN Publisher Notes For 3/6/24

Friends, Spring is almost here & it's BOTH "In like a lion" (blizzards in California) & "In like a lamb" (75° in the Midwest).  The schizoid weather mirrors the schizoid markets & political climate we're all living through these days, but DWN remains a voice of clarity for all things fintech. READ UP!

Advisor Tech Talk (Week of 3/04/24)

News from big fintechs bolsters another busy lineup of advisor technology headlines for this week, with announcements from the likes of...

STRATIFI ANNOUNCES STRATEGIC PARTNERSHIP WITH iQUANT

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StratiFi, a risk analysis and compliance technology platform, has announced a strategic partnership with iQUANT. The collaboration aims to provide added value to mutual customers...

Top 5 VC Deals of the Week in Fintech (3/4/24)

Banks are betting (on AI) ... A shift is occurring, with banks betting on startups to deliver solutions ahead of their competition....