THE LEAD: A "Peek" at 2026
2026 already? Yes, as soon as these next few pesky holiday weeks pass. Might be time to begin taking a tiny peek at what might be in store. And, if you do…
2026 already? Yes, as soon as these next few pesky holiday weeks pass. Might be time to begin taking a tiny peek at what might be in store. And, if you do…
‘Tis the season to be merry. And brief. Welcome to a surprisingly busy end-of-the-year Advisor Tech Talk. In a period of muted news, wealthtech is still making a lit…
The evolution of the wealth management industry is being driven by factors ranging from rapid firm consolidation and shifting demographics to elevated client expectation…
Federal Flashpoints, Regulatory Rifts, and AI’s Reality Check This week in AI, momentum collided with constraint as governments, markets, and institutions grappled with…
Oh, what a year it was, and what a year it will be. Its AI & Finance headlines time, for the last time in 2025. Yes, rather than hit you with a couple of filler…
By Greg Woolf, AI RegRisk Think Tank In the same week the United States formally approved the export of Nvidia’s most powerful AI chips to China, it also moved to shut…
Each week we find a new topic for our readers to learn about in our AI Education column. The AI we’ve been using thus far is like Tinker Toys or Lincoln Logs. …
This week we continue our series on the top 5 VC-funded deals in AI. This week's venture capital funding decelerated towards the end of the year, but ne…
Getting a jump on the holidays. Keeping it real short. I am making no changes. Staying neutral on gold, eth, and the s&p 500. Neutral to slightly bullish on bitcoin. Wit…
FRIENDS – fintech, AI, and digital wealth accelerated this week as artificial intelligence moved from experimentation to execution, advisor platforms shipped meaningful…
DWN's innovative podcast series with AI hosts, Al & Ivy, presents the most topical subject of the week and discusses it in an easy to understand conversation from AI…
The battlelines are drawn and the debate is fully engaged on how to regulate artificial intelligence in the financial industry—and in particular wealth management. Wel…