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DWN ROUNDTABLES: Salesforce Integration – Harnessing the Power of Wealthtech
Relationships are central to a successful wealth management experience. That reality extends beyond the advisor/client relationship to how technologies interact with each other within an enterprise.
AI INTELLIGENCE | Weekly Top 10 (6/26/25)
Billboards, Blackmail & BBC Battles...
Friends, from Times Square provocations to secret-agent AI antics, this week’s AI news cycle was anything but quiet (quite noisy,...
Top 5 VC Deals of the Week in Fintech (6/2/25)
WIRED FOR GROWTH...
Venture capital activity in fintech surged again this past week, with funding rounds spanning infrastructure, lending, and cross-border payments. Investors showed continued...
Top 5 VC Deals of the Week in Fintech (5/26/25)
UP, UP AND AWAY...
Friends, fintech funding ABSOLUTELY SURGED this week, led by Acrisure’s $2.1B raise and strong mid-stage investments into infrastructure and liquidity platforms....
Advisor Tech Talk (Week of 5/26/25)
Happy Memorial Day! As someone who worked their way through school in a hospital emergency department, I’m accustomed to at least...
AI & Finance™ | News for the Week Ending 5/9/25
Nearly three-quarters of U.S. employers plan to implement—or already implement—some form of AI or robotics to work alongside their human workforce.
How's that for saturation?
...
THE LEAD | Digital Wealth News Launches Three Groundbreaking AI Programs
Digital Wealth News, a leading voice in fintech and digital wealth media, is proud to announce the launch of three innovative new initiatives at...
FINTECH VIEWS: Sycamore’s Mike Overdorf on Consolidation in Wealth Management
Amid the wealth management industry’s rapid consolidation, many firms are grappling with operational challenges that are growing more and more complex. While mergers and...
Advisor Tech Talk (Week of 4/29/25)
It was once again a busy week.
Oh, not just in wealthtech or wealth management, we just wrapped up spring break around...
Advisor Tech Talk (Week of 4/14/25)
The wealth management world thrummed with activity this week, and it wasn’t just because of the topsy-turvy markets. This time around...