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AI & Finance™ | News for the Week Ending 4/12/24
Artificial intelligence applications in finance are news, and small, yet expanding at a rapid rate—but the newfangled generative AI is quickly becoming ubiquitous in our...
The Taylor Market Report (4/9/24)
Remember, inflation is not the same as the cost of living. The cost of living is up over 30% since 2020 and the fact that it is only increasing by 3% now rather than 8% (inflation) is not a good thing.
Diversify Advisor Network Acquires $645 Million Key Advisors Wealth Management
The Utah-based Diversify Advisor Network recently announced that Key Advisors Wealth Management, a Delaware-based fee-only firm with $645 million in assets under management, is...
DWN Publisher Notes For 4/10/24
There's so much industry news in the latest edition. Our Top 5 VC Deals column this week shows top funded deals trending down again under the "magical" $100M threshold. Lots of interesting tidbits, too, in The Week in Digital Wealth. READ UP!
Digital Wealth News Launches AI & Finance™
Publisher's Note: After a short soft launch period, we're now proudly announcing the rollout of our new powerhouse media brand - AI & Finance™! ...
Stratos Wealth Partners Affiliates Rebrand to Join Growing Stratos Private Wealth Division
Ohio-based Stratos Private Wealth, launched in May 2023, has expanded into New Jersey and New York as part of its growth strategy, the firm...
Surge Ventures Acquires Kovair Software, Launches a Wealth Management Data Integration Platform
Fintech venture studio company Surge Ventures announced that it has acquired Kovair Software, a software development and data integration solution firm. Surge Ventures says...
STANDARD DEVIATIONS PODCAST: Philip Courtenay – Humans and Money
This week on Standard Deviations , Dr. Daniel Crosby is joined by Philip Courtenay. Philip is a sought after consultant and speaker on financial...
Advisor Tech Talk (Week of 4/8/24)
It’s past time to put one of the ongoing advisor technology debates to bed.
For nearly 15 years, advisors and the workers...
The Week in Digital Wealth (4/8/24)
Are end-to-end solutions the future of finance?
That may (seem to be) the case, with collaborations and integrations hinting at improved consumer access.
That said, regulators...