The big dogs ruled the week, with everything coming from the top. Innovation at all stages continued to flow. The bad guys got a lot of heat from regulators and law enfo…
"Integrations" remained last week's buzzword, with end-user utility defining the Fall's tone. The winners remained those who could best solve problems within well-define…
Welcome to a big week in wealthtech where the news was bolstered by a couple of active industry conferences. Before we get to all these headlines, though, we’d like to b…
Promising, Promises, Promissary...the 'magic' ingredients list While the names of startups and award amounts change weekly in this column, the transactional details rem…
This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Megan Gorman. Megan is the founding partner of Chequers Financial Management, a…
Artificial intelligence (AI) is transforming various industry sectors and marketing communications by significantly enhancing the efficiency and effectiveness of marketi…
Smarsh is shaking up the digital communications compliance landscape with its latest option: the Annual Services Plan (ASP). According to a recent announcement, this new…
This week we continue our series on the top 5 VC-funded deals in AI. This past week was an active one for venture funding in AI, with two deals reaching…
There’s so much AI in Finance news to get to this week, we’re going to dispense with most of our introduction so we can get to the headlines. Of course, we’re goin…
Each week we find a new topic for our readers to learn about in our AI Education column. This week we’re going to talk about neural networks, a commonly occurr…
World Investment Advisors, the Santa Barbara California firm formerly known as Pensionmark, has announced a new custodial relationship with Raymond James Financial. "…
Wealthtech is dominated by algorithms and analytics, and the 2024 MMI/Barron’s Industry Awards have spotlighted the firms revolutionizing wealth management through techn…