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Top 5 VC Deals of the Week in Fintech (5/12/24)

Flat, as a pancake VC deals are not going up or down—they are essentially flat 'as a pancake' month over month. Even...

Top 5 VC Deals of the Week in Fintech (5/6/24)

How much VC capital is enough? When searching Google for "how much VC capital a startup needs to launch,"  Google displays "how...

Using Tech to Connect to Your Clients’ Kids and Grandkids

By Tanya Van Court is CEO & Founder of Goalsetter Fueled by a passion for technology, I charted my early career in Silicon Valley when...

Advisor Tech Talk (Week of 4/29/24)

Advisor technology continued to progress this week with a squall of people moves as fintechs and traditional wealth management firms made...

Top 5 VC Deals of the Week in Fintech (4/29/24)

Sitting on the sidelines... Even with the hype around AI, VCs continue to sit out, waiting for better opportunities. Whether domestic or...

AI & Finance™ | News for the Week Ending 4/26/24

In yet another busy week for financial AI, a clear pattern emerged: Insurtech, or technology used by the insurance industry and insurance consumers, is...

AI & Finance™ | News for the Week Ending 4/19/24

A lot is happening with artificial intelligence in financial services—the news items within this week’s AI in Finance newsletter represent broad and diverse applications...

The Week in Digital Wealth (4/8/24)

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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...

MARTECH MINUTES: How to Infuse Financial Education into Your Practice

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One of a financial professional's most critical roles is to aid in their clients' financial empowerment. Here are some ways to infuse financial education into your wealth practice.

AI & Finance™ | News for the Week Ending 3/29/24

While it’s true that the introduction of artificial intelligence into every area of human activity—including our financial lives—will bring new vulnerabilities and risks to...