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The Week in Digital Wealth (4/6/26)
Product launches continued to push boundaries. AI-focused solutions rule the industry, signalling a broader shift towards automation.
Headlines to take note of:
DTCC announced...
Artisancap Reports AUA Growth of $3.4 Billion Year-Over-Year
Artisancap, a Los Angeles-based hybrid Registered Investment Advisor recently announced an expansion of its nationwide community of affiliated advisors as well as its assets...
Advisor Tech Talk (Week of 3/31/26)
“That’s what I do: I drink and I know things.” - Tyrion Lannister, A Game of Thrones.
Welcome to another Advisor Tech Talk, where...
Advisor Tech Talk (Week of 3/24/26)
Content, content everywhere, but not a word is read. Heck, you’re probably not even reading this.
We’ll keep writing anyway, because there’s a lot of advisor technology news to cover...
AI & Finance™ | News for the Week Ending 3/20/26
“We have only bits and pieces of information but what we know for certain is that at some point in the early twenty-first century all of mankind was...
Advisor Tech Talk (Week of 3/10/26)
We always start out Advisor Tech Talk with a lead, and then tell you what a busy week it was.
Welcome to another Advisor...
The Week in Digital Wealth (3/9/26)
The focus remained on the end-user experience, complemented by enhanced utility and a growing network of strategic partnerships and collaborations.
Headlines to take note of:
...
AI & Finance™ | News for the Week Ending 3/6/26
Is the sky falling? Because the “Chicken Littles” are definitely clucking.
Welcome to AI & Finance, where we have a big, broad bevvy of artificial intelligence...
Advisor Tech Talk (Week of 3/3/26)
Most financial advisors need to periodically earn continuing education (CE) credits to keep their professional marks and certifications current. For most designations, earning CE credits doesn’t really mean that...
Decentralized Diaries for the Week of 2/23/26
Institutional priorities, and not speculative momentum, shaped the crypto and blockchain narrative in the final full Week of February. Markets remained largely range-bound, but...