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Advisor Tech Talk (Week of 7/9/24)

Another summer holiday week is in the books, but there’s still plenty to discuss in advisor technology—including two potentially industry-changing announcements.  One,...

AI & Finance™ | News for the Week Ending 7/5/24

Happy Independence Day and welcome to another busy edition of AI & Finance.  Today, before we get to our headlines, we’d like to introduce a...
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DWN Publisher Notes For 7/3/24

Friends, this week brings us the 4th of July and despite the truly bewildering politcal climate we're living in, I'm deeply grateful to be a citizen of this amazing country.  Wishing you and yours a wonderful 4th.....now onto all the most important news in digital wealth for this short week...

The Week in Digital Wealth (7/2/24)

Innovation continued to flourish with improved (general) relations with regulators. New products are the order of the day. Headlines to take note of: Hidden Road...

Advisor Tech Talk (Week of 7/2/24)

Artificial intelligence is everywhere, but not everywhere in wealth management—yet.  In fact, as we frequently note in our weekly AI & Finance...

Stifel Independent Advisors Focuses on Female Leadership with Inaugural Women Owners’ Network Event

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Stifel Financial Corp. announced the launch of the Women Owners’ Network (WON), an initiative designed to empower female advisors and executives. This first-time event,...

Top 5 VC Deals of the Week in Fintech (7/1/24)

Automation, AI, what comes next? There isn't any industry that AI isn't impacting; AI touches everything from vision exams to robotics, mental...

Attend The Founders Arena Spring WealthTech Accelerator Demo Day

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Join us for an exciting evening at the Founders Arena Spring WealthTech Accelerator Demo Day! This event will showcase the six innovative WealthTech startups in the Spring 2024 Cohort.

The Week in Digital Wealth (6/25/24)

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An increase in partnerships and launches was noted, with a regulatory light touch that allowed for improved collaborations. The end user may have a...

AI & Finance™ | News for the Week Ending 6/21/24

We are now more than 19 months from generative AI surging into the public consciousness in a major way with the initial launch of...