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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...

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...

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...

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...

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.”

The next few months are going to really test everyone's nerves. Black swans are circling and one or more of them will probably land. DON'T BE SURPRISED BY THE SURPRISES COMING.

WealthTech provider The Sycamore Company recently announced that Axtella, a network of two broker-dealers and an RIA, has adopted Sycamore’s Compensation Manager solution to...

Friends, this week Bill Taylor takes an interesting takeon the bitcoin trade. Meanwhile, during what would normally be a slower summer schedule, wealthtech news is actually ramping up. We also are seeing more blockchain deals in the VC sector again and the news keeps flowing in defi and digital wealth. READ UP!

In a world where trillions of dollars are poised to shift from one generation to the next, the stakes for financial advisors have never...

Summer is winding down, but the wealthtech news feels like it’s winding up.  2024 may go down as the year without a...