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AI & Finance™ | News for the Week Ending 9/13/24
Even as a wave of institutions and businesses are embracing artificial intelligence, speedbumps remain to the technology’s proliferation. In this week’s AI & Finance...
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.)