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FiduciaryxChange Registers 54th PEP as Defined Contribution Plan Popularity Swells
FiduciaryxChange, a firm that helps 401(k) plan sponsors, advisors, and administrators effectively meet their obligations, has registered more than 50 Pooled Employer Plans (PEPs)...
REAL CLEAR CRYPTO: New Crypto Taxes in 2025
In the ever-evolving landscape of cryptocurrency, the Biden administration's budget proposal for 2025 has sparked significant interest and debate.
Top 5 VC Deals of the Week in AI (3/22/24)
Our new column “Top 5 VC Deals of the Week in AI” outlines the largest VC-funded deals in the artificial intelligence sector for our...
AI & Finance™ | News for the Week Ending 3/22/24
We try to cast a broad net when unearthing the latest and greatest financial artificial intelligence news each week—but as the weeks progress, we’re...
AI EDUCATION: How Artificial Intelligence is Being Used in the Educational Ecosystem
In an era where technological advancements are rapidly transforming every aspect of our lives, education stands as no exception. Artificial Intelligence (AI), once a...
The Taylor Market Report (3/19/24)
Inflation (CPI) came in a bit hotter then expected last week, gold rallied, bitcoin rallied and declined which is what the S&P 500 did. All a big yawn....except for bitcoin/ethereum.
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!
Uh, Washington We Have a Problem.
Understatement. The headline refers to "a" problem. As if.
There are certainly a myriad of problems floating around out there and, sadly, most of...
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...
Binah Begins: Merger Creates New Public Wealth Management Firm
Kingswood Acquisition Corp. ("KWAC"), a special purpose acquisition company (SPAC), has merged with broker-dealer aggregator Wentworth Management Services LLC (“Wentworth”) to create Binah Capital...