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The Week in Digital Wealth (8/27/24)

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Partnerships ruled last week, with innovation-focused collaborations taking center stage. Use cases expanded and light touch regulatory action thrived. Headlines to take note of: The...

Top 5 VC Deals of the Week in Fintech (8/26/24)

If you build it, they will come. Many startups could win the game if it were as simple as building a baseball...

AI & Finance™ | News for the Week Ending 8/23/24

Artificial intelligence is big now, but it’s going to get bigger.  I guess we could start out every week’s AI & Finance by saying that,...

Top 5 VC Deals of the Week in AI (8/23/24)

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This week we continue our series on the top 5 VC-funded deals in AI. This past week we did not see a single deal pass...

The Taylor Market Report (8/20/24)

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Boy, I hope everyone has a plan. Mine is get neutral and be in as much cash as you can. I have seen and been involved in the 1987 crash, the dot.com bust, the 2008 financial crisis, the COVID crash and a few "extras." THIS is one of the most dangerous times to be in financial markets I have seen. That's a lot.

Advisor Tech Talk (Week of 8/21/24)

Digital natives expect to be served with technology and usually like technology to be part of every touch-point they have with...

Top 5 VC Deals of the Week in Fintech (8/19/24)

A battle to the end.... As the summer heat continues, deals reveal competitors are battling to fund startups or embed themselves in...

FINTECH VIEWS: How Highly Successful Advisors Drive Organic Growth

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By: Penny Phillips, President, Partner, Journey Strategic Wealth How many times have we heard that advisors aren’t growing? Year in and year out we hear the...

AI & Finance™ | News for the Week Ending 8/16/24

This week in AI and Finance we have to ask a question—though we acknowledge that we might be asking it prematurely:  Where are all the...

Top 5 VC Deals of the Week in AI (8/16/24)

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This week we continue our series on the top 5 VC-funded deals in AI. This past week we, once again, saw two deals in excess...