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Advisor Tech Talk (Week of 7/2/24)

Artificial intelligence is everywhere, but not everywhere in wealth management—yet.  In fact, as we frequently note in our weekly AI & Finance...

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...

The Week in Digital Wealth (6/25/24)

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An increase in partnerships and launches was noted, with a regulatory light touch that allowed for improved collaborations. The end user may have a...

Decentralized Diaries for the Week of 6/25/24

Government control was still apparent, with bad actors finding (new) ways to perform their nefarious activities. The good thing is that everyone is catching...

Advisor Tech Talk (Week of 6/25/24)

Even during a holiday week, there were plenty of wealth management headlines to report.  Sure, Juneteenth is relatively new as a federal...

The Week in Digital Wealth (6/18/24)

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The industry shifted from embedded integrations to partnerships. Unveiled solutions (also) had a utility focus, solving customer-related problems (seamlessly). Headlines to take note of: The...

AI & Finance™ | News for the Week Ending 6/14/24

One of the first myths regarding artificial intelligence and finance we addressed after founding this feature months ago was the idea that AI would...

Top 5 VC Deals of the Week in AI (6/14/24)

This week we continue our series on the top 5 VC-funded deals in AI. Funding rounds are starting to increase again for the AI sector. ...

The Week in Digital Wealth (6/11/24)

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Technical glitches did not hinder innovations and partnerships from springing forth, with integrations taking center stage. It looks like the end-user is back in...

Advisor Tech Talk (Week of 6/11/24)

Fifteen years ago an Old El Paso commercial about whether a family should eat hard or soft tacos became a lasting...