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This is a re-post from a few months ago. Traveling this week. Many articles are surfacing concerning Fed Chair J Powell and his dilemma...

Last week, there was a marked shift towards innovation, with ideas taking over the space. That said, there were higher cases of regulation which...

Legislation had twists and turns, with the Federal Government giving little indication of its (proper) intentions. That did not stop some government agencies from...

Friends, we're traveling this week to the Dallas area, but the newsletter & website are still chock full of great news & industry info plus insight into the dark side of AI & a look at the latest cohort from wealthtech accelerator The Founders Arena...READ UP!!

While traditional 'branding' is a familiar concept, building a personal brand for the founder and key team members is a distinct endeavor and extends beyond the company and the logo, beginning with integrity.

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...

Keeping an Eye on AI... A flurry of funding continues to flow into startups and those enhancing their products with 'AI infusion'...

Today’s financial advisors need to cut through the clutter and set themselves apart from the competition. To do so, they must go beyond occasional...

This week we continue our series on the top 5 VC-funded deals in AI. For the third week in a row, the VC funding amounts...

Each week we find a new topic for our readers to learn about in our AI Education column.  This week, we're delving into Sophia,...