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The Week in Digital Wealth (10/15/24)

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New solutions continued to emerge in tandem with partnerships. Election concerns did little to calm fever-pitch activity. Regulators took a proactive approach. Headlines to take...

Top 5 VC Deals of the Week in Fintech (10/13/24)

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AI, the shiny new thing AI is exciting, the possibilities are endless, and VCs are enthralled with the shiny new tool. This...

MARTECH MINUTES: How to Build a Wealth Industry MarTech Stack

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With the advancement of technology, wealth organizations have access to a wide range of marketing software to help them reach their target audience, maintain client relationships, and work toward their goals.

AI REGS & RISK: More AI, More Power

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By Greg Woolf, AI RegRisk Think Tank AI Soars Free of Regulations California Governor Gavin Newsom recently vetoed Senate Bill 1047, which aimed to provide guidelines...

AI EDUCATION: What Is An LLM?

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Each week we find a new topic for our readers to learn about in our AI Education column.  Last week in AI Education we introduced the broad...

AI & Finance™ | News for the Week Ending 10/11/24

Hello and welcome to another—wait for it—BUSY edition of AI & Finance. This week we have a ton of headlines to deliver your way...

Top 5 VC Deals of the Week in AI (10/11/24)

This week we continue our series on the top 5 VC-funded deals in AI. This past week was an active one for venture funding in...

FORG Provides Turnkey, White-Lable Tech and Real Solutions to Family-Offices

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More than a decade ago, turnkey asset management platforms upended the wealth management industry. A new company is trying to do something similar by...
NEWS BRIEF 3 Industry

FusionIQ Names Eric Noll CEO, Secures Major Growth Investment

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In a strategic move aimed at accelerating its presence in wealth management, FusionIQ has announced Eric Noll as its new Chief Executive Officer, replacing...

The Taylor Market Report (10/8/24)

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It might just be that the month of October is going to be a big nothing, sprinkled with a touch of bullishness and a dab of bearishness. Very nervous and skittish. What with wars, geopolitical events, election uncertainty and a slew of possible black swan events, sitting on your hands and doing nothing is the correct action.