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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.

Friends, in addition to our always stellar industry news coverage, this week we have thought leadership on "authentic intelligence", advisor review sites, techonology's role in retirement income and a look at what's required when advisors move firms...READ UP!!

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

Last week was a mix of several things blending. Notably, integrations returned and utility continued to thrive. Headlines to take note of: The OCC added...

Innovation continued to thrive in the industry, with bad actors taking their moves to new lows. Regulatory actions remained tight, with rising institutional interest. The...

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

In our latest interview with Pamela Cytron, CEO of The Founders Arena, she revealed how she uncovered the underlying requirement for AI: a concept she calls “authentic intelligence.”

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...

Each week we find a new topic for our readers to learn about in our AI Education column.  There are some industries, particularly highly regulated ones like...

In our recent DWN interview, Michael Partnow, Group President, Wealth Management at JIFFY.ai, shed light on advisor transfers, and transforming the moving experience from “darkness” to “transparent.”