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Top 5 VC Deals of the Week in Fintech (7/15/24)
B.C., A.D., AI?
In historical dating, keeping track of significant events on the evolutionary timeline has for centuries fallen into two categories:...
AI & Finance™ | News for the Week Ending 7/12/24
There’s still plenty of financial artificial intelligence news to report, but we’re going to start this week’s AI & Finance with a confession of...
WEALTHTECH 3.0: Why RIAs Need to Pay Attention to Next Generation Entrepreneurs
Advisors have generally focused succession planning on the familiar: a white male business owner seeking a payout through an exit of some sort. However, there’s a significant shift in who’s wealthy.
DWN Publisher Notes For 7/3/24
Friends, this week brings us the 4th of July and despite the truly bewildering politcal climate we're living in, I'm deeply grateful to be a citizen of this amazing country. Wishing you and yours a wonderful 4th.....now onto all the most important news in digital wealth for this short week...
The Week in Digital Wealth (7/2/24)
Innovation continued to flourish with improved (general) relations with regulators. New products are the order of the day.
Headlines to take note of:
Hidden Road...
Advisor Tech Talk (Week of 7/2/24)
Artificial intelligence is everywhere, but not everywhere in wealth management—yet.
In fact, as we frequently note in our weekly AI & Finance...
Top 5 VC Deals of the Week in Fintech (6/18/24)
Bank VCs and Startups: A match made in ____?
More and more banks are lending to startups- an action previously avoided in...
AI & Finance™ | News for the Week Ending 6/14/24
One of the first myths regarding artificial intelligence and finance we addressed after founding this feature months ago was the idea that AI would...
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...
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...