Cambridge Launches AI-Assistant for Advisors and Associates Staff
The Fairfield, Iowa-based wealth management firm, Cambridge Investment Research, recently launched Indy, its proprietary AI-powered chat assistant, it announced in a pre…
The Fairfield, Iowa-based wealth management firm, Cambridge Investment Research, recently launched Indy, its proprietary AI-powered chat assistant, it announced in a pre…
A War Growing Faster Than Anyone Can Control The war in the Middle East has reached a point where every decision feels like it’s being made on a shorter fuse. The Unite…
“That’s what I do: I drink and I know things.” - Tyrion Lannister, A Game of Thrones. Welcome to another Advisor Tech Talk, where things have slowed a little bit since…
The final week of March 2026 saw increased activity in digital banking and payment infrastructure. Following a period of cautious investments, recent deals indicate rene…
Integrations reached new milestones as the industry focused on greater depth and detail. Crossover partnerships highlighted a growing dependence on infrastructure as fin…
The final week of March 2026 saw significant structural developments in the digital asset ecosystem. Governments reached key regulatory milestones in retirement accounts…
We’d all better get into artificial intelligence, and get good at working with it, too. AI isn’t a perk. It isn’t a value add. It’s table stakes. It’s an expectation…
Each week we find a new topic for our readers to learn about in our AI Education column. It’s said that an ounce of prevention is worth a pound of cure. It mig…
This week we continue our series on the top 5 VC-funded deals in AI. Venture capital activity switched back into acceleration mode this week, with six f…
This week underscored how artificial intelligence is rapidly consolidating power among major technology firms while simultaneously diffusing across governments, financia…
DWN Publisher Notes For 3/24/26 Greetings from Digital Wealth News™ Welcome to this week's newsletter. While the war continues in the Middle East (and Ukraine) and new…
A new week brings new challenges, and once again there’s no getting ahead of the news cycle. The same front‑page crises remain, but the way they’re handled seems to shif…