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The Week in Digital Wealth (7/23/24)

The usual launches continued alongside partnerships and integrations. Interestingly, compliance efforts by the government increased (slightly). Headlines to take note of: Bloomberg continued its automation...

Advisor Tech Talk (Week of 7/23/24)

There was quite a bit of financial advisor-related wealth tech news this week, but to start out this edition of Advisor...

The Week in Digital Wealth (7/16/24)

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Collaborations continued to play a key factor in the industry, with new use cases taking center stage. Regulators played their role, this time from...

Advisor Tech Talk (Week of 7/16/24)

What a huge news week. Even in the realm of wealth technology, there was a lot going on.  Of course, the biggest...

AI & Finance™ | News for the Week Ending 7/12/24

There’s still plenty of financial artificial intelligence news to report, but we’re going to start this week’s AI & Finance with a confession of...

AI: A Millennial Perspective

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By Nicole Nieves, Penn State Journalilsm Major I’ve never known a world without technology. I was born the same year as the Apple iPod mini...

The Taylor Market Report (7/9/24)

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Flashback; 1987. The stock market did almost exactly what is going on now. Everyday all through the summer the market edged higher and higher. No reason, it just did. Then, in October, wham, 25%-30% downside.

The Week in Digital Wealth (7/9/24)

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Multiparty collaborations are (finally) seeing the light, with a focus on niche utility. That said, the industry is (seemingly) shifting back to its startup...

The Week in Digital Wealth (7/2/24)

Innovation continued to flourish with improved (general) relations with regulators. New products are the order of the day. Headlines to take note of: Hidden Road...

AI & Finance™ | News for the Week Ending 6/28/24

We write a lot about the positives and potential of artificial intelligence because it’s fun to envision the future and watch it unfold and...