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The Week in Digital Wealth (5/6/24)
Things continued (as usual) with the industry taking on AI expansions and integrations. That said, other integrations were (also) in play, while compliance remained...
Decentralized Diaries for the Week of 5/6/24
This period marks a significant shift in the cryptocurrency industry, with the departure of influential figures who once seemed invincible.
The landscape is evolving,...
Top 5 VC Deals of the Week in Fintech (5/6/24)
How much VC capital is enough?
When searching Google for "how much VC capital a startup needs to launch," Google displays "how...
Using Tech to Connect to Your Clients’ Kids and Grandkids
By Tanya Van Court is CEO & Founder of Goalsetter
Fueled by a passion for technology, I charted my early career in Silicon Valley when...
AI & Finance™ | News for the Week Ending 5/3/24
Is AI in a Bubble?
Any time an emerging technology captivates consumer attention and generates tremendous amounts of investor excitement, market watchdogs begin to ask...
AI EDUCATION: What is Llama 3?
Publisher's Note: In our ongoing effort to educate our readers about everything AI, what's out there, and how it can be used, we select...
Top 10 VC Deals of the Week in AI (5/3/24)
This week we continue our series on the top VC-funded deals in AI.
We promised early on with the launch of AI & Finance™ that...
FusionIQ Introduces FIQ Freedom for Breakaway Advisors
FusionIQ, a provider of cloud-based wealth management solutions, recently launched FIQ Freedom on the FusionIQ One platform. FIQ Freedom was created to provide advisors...
Sanctuary Wealth Acquires tru Independence
Sanctuary Wealth, the Indianapolis-based wealth management firm, has acquired tru Independence, a Portland, Oregon-based enterprise that supports 30 RIA firms managing $12.5 billion in...
DWN Publisher Notes For 5/1/24
Friends, we have some fascinating content this week - including a look at the difference between financial wellness and financial independence, how women are evolving the wealthtech industry (and the challenges they still face) and two very different but compelling looks at the marketing landscape in the finserv currently. READ UP!