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Top 5 VC Deals of the Week in Fintech (8/19/24)
A battle to the end....
As the summer heat continues, deals reveal competitors are battling to fund startups or embed themselves in...
STANDARD DEVIATIONS PODCAST: Dr. Charles Eckhart – Family Wealth Dynamics
This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Dr. Charles Eckhart, a Licensed Clinical Psychologist and the co-founder...
MARTECH MINUTES: The Pros and Cons of Online Advisor Review Sites
Teresa Leno, CEO of Fresh Finance, says that while online reviews can benefit advisors and wealth organizations in many ways, there are also potential drawbacks to consider.
FINTECH VIEWS: Technology’s Role in Yielding Retirement Income That Lasts
The demographics are telling: More Americans are turning 65 in 2024 than ever before. The precipitous decline in defined benefit programs, recent economic uncertainty...
WEALTHTECH 3.0: Starting with Authentic Intelligence – What It is, and Why It’s The...
In our latest interview with Pamela Cytron, CEO of The Founders Arena, she revealed how she uncovered the underlying requirement for AI: a concept she calls “authentic intelligence.”
AI & Finance™ | News for the Week Ending 8/16/24
This week in AI and Finance we have to ask a question—though we acknowledge that we might be asking it prematurely:
Where are all the...
Top 5 VC Deals of the Week in AI (8/16/24)
This week we continue our series on the top 5 VC-funded deals in AI.
This past week we, once again, saw two deals in excess...
AI REGS & RISK: Controversy Around California AI Regulations (SB 1047)
By Greg Woolf, AI RegRisk Think Tank
California, often at the forefront of technological innovation, is now at the center of a heated debate over...
AI EDUCATION: AI in Education and Media Raising Big Questions
Each week we find a new topic for our readers to learn about in our AI Education column.
There are some industries, particularly highly regulated ones like...
AI ILLUMINATIONS: For Advisors, Moving Firms is Like Moving Fine China
In our recent DWN interview, Michael Partnow, Group President, Wealth Management at JIFFY.ai, shed light on advisor transfers, and transforming the moving experience from “darkness” to “transparent.”