Advisor Tech Talk (Week of 4/14/26)
Mark Twain is credited as saying “History doesn’t repeat itself, but it rhymes.” He probably didn't say that, and whoever did say it was wrong. History repeats itself…
Mark Twain is credited as saying “History doesn’t repeat itself, but it rhymes.” He probably didn't say that, and whoever did say it was wrong. History repeats itself…
The week signaled a pronounced shift in fintech capital allocation toward operational resilience and regulatory infrastructure. Funding gravitated toward platforms addre…
The industry moved fast as products and solutions enhanced processes. Speed is the new name of the game, and innovation remains critical alongside automation. Headlin…
The week brought critical regulatory frameworks, major security incidents, and developments in institutional infrastructure to the fore. Global regulators announced stab…
We think we can call the debate over whether people will seek out personal, crucial advice from AI officially moot. The new battlelines are drawn along questions abo…
Each week we find a new topic for our readers to learn about in our AI Education column. AI is great at writing generic content, but it isn’t so great at makin…
This week we continue our series on the top 5 VC-funded deals in AI. Even as the breadth of venture capital activity took a dip this week, a pair of ext…
This week highlighted the accelerating convergence of artificial intelligence, enterprise software, and financial services, as leading technology firms rolled out new ca…
CogniCor’s Advisor Copilot Drives Efficiencies, Making Users “Better Advisors” Plancorp Wealth Management saved time using an AI-enabled platform, according to a new…
DWN Publisher Notes For 4/7/26 Greetings from Digital Wealth News™ Welcome to the first issue of Digital Wealth News in April. It's quite a week too. Thank goodness we…
By Bill Taylor, CEO / Digital Wealth News and AI & Finance DISCLAIMER: The opinions expressed below are solely those of Bill Taylor & do not represent…
Well here we are in April. Easter is now in the rear view mirror and Spring Break is winding down, or over, depending what part of the country you live in. Major league…