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Advisor Tech Talk (Week of 5/13/24)
There’s nothing like a little confirmation to restore your pride, and among this week’s advisor tech headlines is a survey cementing...
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...
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...
Decentralized Diaries for the Week of 4/29/24
The industry (has certainly) moved past the speculative phase, where cowboys reigned and anything was possible. Innovations still happen, but progress is (now) governed...
AI & Finance™ | News for the Week Ending 4/26/24
In yet another busy week for financial AI, a clear pattern emerged: Insurtech, or technology used by the insurance industry and insurance consumers, is...
Decentralized Diaries for the Week of 4/22/24
The crypto industry is no longer a touch-and-go affair, with laws and rules changing the game's nature.
That said, inter-country collaborations are (very much) alive...
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...
The Week in Digital Wealth (4/15/24)
Industry tailspins are (no longer) a thing. It remains to be seen how this uptrend will be maintained, with partnerships dictating the pace of...
Top 5 VC Deals of the Week in AI (4/12/24)
We're continuing to see great variety in the categories comprising our top 5 venture-funded AI deals for the past week.
The recent wave of venture...