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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...
Diversify Advisor Network Acquires $645 Million Key Advisors Wealth Management
The Utah-based Diversify Advisor Network recently announced that Key Advisors Wealth Management, a Delaware-based fee-only firm with $645 million in assets under management, is...
DWN Publisher Notes For 4/10/24
There's so much industry news in the latest edition. Our Top 5 VC Deals column this week shows top funded deals trending down again under the "magical" $100M threshold. Lots of interesting tidbits, too, in The Week in Digital Wealth. READ UP!
Stratos Wealth Partners Affiliates Rebrand to Join Growing Stratos Private Wealth Division
Ohio-based Stratos Private Wealth, launched in May 2023, has expanded into New Jersey and New York as part of its growth strategy, the firm...
STANDARD DEVIATIONS PODCAST: Philip Courtenay – Humans and Money
This week on Standard Deviations , Dr. Daniel Crosby is joined by Philip Courtenay. Philip is a sought after consultant and speaker on financial...
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)
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...
Decentralized Diaries for the Week of 4/8/24
Industry maturity (a rare occurrence) unfolded with the sector getting into gear.
Institutional players dictated the pace of events. Only time will tell how far...
Seasoned FinTech Executive John F. Sweeney Joins AlphaTrAI as its New President
San Diego-based AlphaTrAI, a technology consulting and service provider for the wealth and asset management industry, recently announced the appointment of John F. Sweeney as...
AI EDUCATION: What is a Natural Language Processing (NLP)?
The term "Natural Language Processing", or NLP for short, is being covered with increasing frequency in the news cycle, yet ALL these "new" AI-focused...