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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)

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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...