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FINTECH VIEWS: Artificial Intelligence is Transforming Wealth and Asset Management

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By John Sweeney, President, AlphaTrAI “The companies that succeed … will be those that most effectively use AI.   If you’re making maximum use of AI,...

Advisor Tech Talk (Week of 7/16/24)

What a huge news week. Even in the realm of wealth technology, there was a lot going on.  Of course, the biggest...

Advisor Tech Talk (Week of 6/18/24)

It’s probably not happening in 2024, and thus, advisors should breathe a sigh of relief.  As consumers continue to explore fintech and...
zCindy-New

DWN Publisher Notes For 6/12/24

Friends, we had an amazing trip to TX (except for the Nvidia stock split, but that's a diff story), and now we're back at it!  Meanwhile the TX Stock Exchange was announced and it seems like fintech & AI keep rolling, despite ongoing geopolitical uncertainty...READ UP!

Advisor Tech Talk (Week of 6/11/24)

Fifteen years ago an Old El Paso commercial about whether a family should eat hard or soft tacos became a lasting...
zCindy-New

DWN Publisher Notes For 6/5/24

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!!

AI & Finance™ | News for the Week Ending 5/31/24

When technology moves as quickly as artifical intelligence in finance has over recent months, it begins stretching and distorting our civic and cultural codes...

Decentralized Diaries for the Week of 5/27/24

Again, the industry had its day in the sun per Ethereum ETFs, with everyone wondering what is (really) going on with the SEC and...

Advisor Tech Talk (Week of 5/27/24)

Every time we take a break from talking about the promise of future, we have a chance to discover how the...

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...