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AI & Finance™ | News for the Week Ending 5/10/24

We’re coming up on the four-month anniversary for AI & Finance™, but it seems like we’ve been writing about the artificial intelligence revolution brewing...

The Week in Digital Wealth (4/8/24)

Are end-to-end solutions the future of finance? That may (seem to be) the case, with collaborations and integrations hinting at improved consumer access. That said, regulators...

Advisor Tech Talk (Week of 3/25/24)

There’s a lot of money in motion in 2024, and it’s not just in mergers and acquisitions or retirement rollovers.  No, this...

Binah Begins: Merger Creates New Public Wealth Management Firm

Kingswood Acquisition Corp. ("KWAC"), a special purpose acquisition company (SPAC), has merged with broker-dealer aggregator Wentworth Management Services LLC (“Wentworth”) to create Binah Capital...

Advisor Tech Talk (Week of 10/17/23)

You’ve probably heard this one before, but we had another busy week in advisor technology headlines—but while the bulk of the...

Advisor Tech Talk (Week of 6/6/23)

A lot of people took a holiday last week due to the Memorial Day-shortened work schedule. The news did not. There was a...

The Week in Digital Wealth (5/11/21)

After a robust first quarter in which fintech startups gripped the headlines for unprecedented VC fundraisings, the momentum continues. Last week was no exception — including a multi-billion dollar exit for a Utah-based fintech unicorn. In addition, fintech firms are raising capital at a dizzying pace in emerging markets, while they have also moved into the conversation for one of the hottest niches in crypto — central bank digital currencies (CBDCs.)