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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...

Advisor Tech Talk (Week of 4/22/24)

The biggest advisor tech news this week is not among our list of headlines.  Because this news did not come from a...

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...
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Successor Membership Program Expanded At Householder Group

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Independent financial planning firm Householder Group Estate and Retirement Specialists LLC has announced the expansion of its Successor Membership Program, opening several new member...

Advisor Tech Talk (Week of 4/15/24)

Out of the very extensive list of headlines in this week’s roundup of advisor tech news, one item stands out as...

AI EDUCATION: What is ChatGPT?

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At this point in our history (and news cycle), who HASN'T heard of ChatGPT, the conversational AI platform revolutionizing the world as we know...

AI & Finance™ | News for the Week Ending 4/12/24

Artificial intelligence applications in finance are news, and small, yet expanding at a rapid rate—but the newfangled generative AI is quickly becoming ubiquitous in our...

Advisor Tech Talk (Week of 4/8/24)

It’s past time to put one of the ongoing advisor technology debates to bed.  For nearly 15 years, advisors and the workers...

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...