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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 4/8/24)

It’s past time to put one of the ongoing advisor technology debates to bed.  For nearly 15 years, advisors and the workers...

The Week in Digital Wealth (4/8/24)

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Are end-to-end solutions the future of finance? That may (seem to be) the case, with collaborations and integrations hinting at improved consumer access. That said, regulators...

Top 5 VC AI Deals of the Week in AI 4/5/24)

Once again, this week we have an incredibly diverse group of companies (and categories) comprising our top 5 venture-funded AI deals for the past...

The Week in Digital Wealth (4/1/24)

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Happy new month! The industry turned green in response to Spring as user experiences (once again) took center stage. Partnerships were also in play, with collaborations...

Sanctuary Wealth Expands Leadership Team with Two Industry Veteran Hires

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Sanctuary Wealth is adding to its leadership team, this time with industry veterans Michael Goldfader and Michelle McIntyre. Goldfader, a former Wells Fargo and...

AI & Finance™ | News for the Week Ending 3/29/24

While it’s true that the introduction of artificial intelligence into every area of human activity—including our financial lives—will bring new vulnerabilities and risks to...

The Week in Digital Wealth (3/25/24)

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This past week the partnerships and collaborations continued focusing on users as technology foundations continued improving in the digital wealth sector.  Market glitches occurred...

Top 5 VC Deals of the Week in Fintech (3/25/24)

Capital is flowing, and the pace is slowing... Many funding deals are still happening, but at lower dollars, and M&A has slowed....

REAL CLEAR CRYPTO: New Crypto Taxes in 2025

In the ever-evolving landscape of cryptocurrency, the Biden administration's budget proposal for 2025 has sparked significant interest and debate.