Here are five reasons why it’s time to modernize the Accredited Investor Rule—and why it should matter to every American. By Mark Hiraide, Senior Legal Director & P…
Wealthtech got right down to business after Labor Day. We know it's not a very creative way to kick off this Advisor Tech Talk, but coming off a week of news that…
Artificial intelligence is getting better at identifying problems across wealth management, but according to Surge Ventures CEO Sid Yenamandra, that may not be the harde…
Just weeks after CogniCor appointed Shannon Eusey, Chairman and Co-Founder of Beacon Pointe Advisors, to its Advisory Board, the Palo Alto-based intelligence and orchest…
Summer's over in my shore town. Our traffic's back to nearly tolerable levels, the lines at the grocery stores and gas stations are shorter, the waits for tables at…
Each week we find a new topic for our readers to learn about in our AI Education column. New York and New Jersey have a bridge and tunnel problem, which means some o…
This week we continue our series on the top 5 VC-funded deals in AI. This week our overall AI venture capital activity gained back some of its momentum…
AI, know thyself. That's kind of what we've asked of ChatGPT in this not-so-brief industry brief. OpenAI's ChatGPT was tasked with writing a piece about the launch of Ch…
The artificial intelligence industry spent the past week confronting two increasingly intertwined realities: frontier AI systems are becoming substantially more capable,…
By Alex Vandiver, Associate, Entoro Capital, LLC Last column I said the scarcest thing in middle-market real estate had become capital. Specifically the bank credit t…
Feathery says Robin empowers financial institutions to spend less time waiting on software changes and more time building with software. To date, software has been bu…
A Second Circuit decision earlier this year showed the classic recipe is still on the menu—and then the SEC quietly pulled one dish off it rather than explain the ingred…