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Advisor Tech Talk (Week of 5/6/24)
There’s nothing like a good surprise to keep us humble and ready to learn, and there’s a nice surprise embedded in...
The Week in Digital Wealth (5/6/24)
Things continued (as usual) with the industry taking on AI expansions and integrations. That said, other integrations were (also) in play, while compliance remained...
Decentralized Diaries for the Week of 5/6/24
This period marks a significant shift in the cryptocurrency industry, with the departure of influential figures who once seemed invincible.
The landscape is evolving,...
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...
STANDARD DEVIATIONS PODCAST: Lindsey Lewis – Women and Money
This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Lindsey Lewis.
Lindsey Lewis has built a career around women and...
AI & Finance™ | News for the Week Ending 5/3/24
Is AI in a Bubble?
Any time an emerging technology captivates consumer attention and generates tremendous amounts of investor excitement, market watchdogs begin to ask...
Top 10 VC Deals of the Week in AI (5/3/24)
This week we continue our series on the top VC-funded deals in AI.
We promised early on with the launch of AI & Finance™ that...
FusionIQ Introduces FIQ Freedom for Breakaway Advisors
FusionIQ, a provider of cloud-based wealth management solutions, recently launched FIQ Freedom on the FusionIQ One platform. FIQ Freedom was created to provide advisors...
Sanctuary Wealth Acquires tru Independence
Sanctuary Wealth, the Indianapolis-based wealth management firm, has acquired tru Independence, a Portland, Oregon-based enterprise that supports 30 RIA firms managing $12.5 billion in...