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Advisor Tech Talk (Week of 5/20/24)
Technology’s proliferation into wealth management is often viewed from a user experience perspective—we think of technology creative a better client or...
AI & Finance™ | News for the Week Ending 5/17/24
With artificial intelligence in finance, technology is no longer a path out of the pitfalls of money behaviors.
Over the past half century, the financial...
AI & Finance™ | News for the Week Ending 5/10/24
We’re coming up on the four-month anniversary for AI & Finance™, but it seems like we’ve been writing about the artificial intelligence revolution brewing...
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,...
Advisor Tech Talk (Week of 4/22/24)
The biggest advisor tech news this week is not among our list of headlines.
Because this news did not come from a...
Top 5 VC Deals of the Week in AI (4/19/24)
This week we continue our series on the top 5 VC-funded deals in AI.
This week's winners included the gaming sector (which seems to be...
Advisor Tech Talk (Week of 4/15/24)
Out of the very extensive list of headlines in this week’s roundup of advisor tech news, one item stands out as...
AI & Finance™ | News for the Week Ending 4/12/24
Artificial intelligence applications in finance are news, and small, yet expanding at a rapid rate—but the newfangled generative AI is quickly becoming ubiquitous in our...
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...
Binah Begins: Merger Creates New Public Wealth Management Firm
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...