Friends, updating tech stacks is all the rage - even the NYSE announced theirs was recently upgraded. Tech may SEEM like it's slowing but it ain't over until it's over.…
This is it? The end of 2023 with two months to go? Are financial markets done for the year? If so, now what? It's like a Saturday having no chores to do. You cut the gra…
Six months after its merger with Ropes Wealth Advisors, Boston-based Adviser Investments announced its rebranding as RWA Wealth Partners. The independent wealth manageme…
Personalization is the key to differentiation and a great client experience. But implementing personalization as a wealthtech firm requires not only knowing the wealth…
Happy new month (in arrears). Cloud-based products are in fashion, coupled with AI-focused additions and solutions. TS Imagine extended its compliance solutions wi…
Sometimes the best way to see what’s broken and figure out how to fix it is to take an outside looking inside approach. That’s just what our guest did when we left a lo…
This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Akhil Patel. Akhil Patel is the Director of Property Sharemarket Economics, an…
The cryptospace continued to hum along with the regular issues happening like clockwork. SBF is guilty. That's what the jurors decided. The DoJ seized 30k Ether…
In an important step, President Biden has signed a comprehensive Executive Order to oversee and regulate the implementation and growth of Artificial Intelligence (AI) ac…
In a technologically driven era, artificial intelligence (AI) is not a far-fetched concept but a reality transforming various industry sectors. Over time, AI has been pr…
Perhaps no news hit the wealth management industry harder in the last week than the layoffs at Charles Schwab—but that doesn’t mean that the wealthtech sector wasn’t als…
An eye on AI (or sleeping with one eye open?) Last week, the Biden Administration released an executive order laying out a broad range of safety and security measures f…