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DWN Publisher Notes For 3/20/24
Friends, this week we explore why $22 burritos matter and continue to see massive trends toward AI utilization + more. Meanwhile, in the spirit of the season, click through to see a graph of the March Madness bracket that AI ChatGPT picked, published in Sportsbook Review! UConn all the way, baby!
Q&A: CogniCor Founder – AI Makes Advisors Better at Client Service
When Sindhu Joseph, Ph.D. founded CogniCor in 2018, her vision was to provide the financial services industry with the tools needed to alleviate the...
Multi-family office RIA Caprock Makes Grey Street Capital its First Acquisition
Caprock, an RIA serving ultra-high-net-worth clients, announced it acquired Chicago-based Grey Street Capital, a boutique advisor firm with $2.2 billion in client assets.
The deal...
REAL CLEAR CRYPTO: Cryptocurrency – A Beginner’s Guide
If you're new to the world of digital currencies and find yourself scratching your head, this article aims to clarify the concept of cryptocurrency for beginners, or as we affectionately call them, "Crypto for Dummies."
Advisor Tech Talk (Week of 3/18/24)
Yes, AI might be responsible for the hottest news in the advisor tech universe, but blockchain, cloud and conventional roboadvisors still...
Decentralized Diaries for the Week of 3/18/24
Industry maturity is a given. How far things have come signals the emergence of a new normal.
That said, legal issues are still a thing,...
The Week in Digital Wealth (3/18/24)
The interconnectedness of technologies in the industry is not a new occurrence.
Things heated up this time! One cannot (really) tell where one technology starts...
Top 5 VC Deals of the Week in Fintech (3/18/24)
Action sprinkled with advice...
It's a new game for startups, with the days of multi-million funding deals over. Before opening their checkbooks,...
AI & Finance™ | News for the Week Ending 3/15/24
Artificial intelligence has the ability to help transform the way people live—financially speaking, it’s already subtly changing the way we earn, spend, save and...
DWN Publisher Notes For 3/13/24
Friends, in this week's edition of DWN, we ponder whether AI is the new Bitcoin, delve into the latest declarations from BTC enthusast Michael Saylor, and so much more. READ UP!!