Marilyn Hoosen – a 20-year industry veteran and former Senior Financial Advisor at Merrill Lynch – is going independent, according to Stifel Independent Advisors (SIA),…
Copilots, Clones & Copyright Chaos… Friends, this week saw a surge in AI advancements across hardware, enterprise, consumer, and regulatory fronts. From ethical con…
Welcome to another rundown of the week’s artificial intelligence in financial services news—and while we saw a slowdown in wealth management and financial services news…
By Greg Woolf, AI RegRisk Think Tank The mantra of the moment is “AI-first.” Two years after companies began chanting it, the early returns are mixed. Some firms boas…
This week we continue our series on the top 5 VC-funded deals in AI. This week our announcements are led by three deals exceeding the $100 million thres…
In another move to disrupt traditional wealth and asset management, Miami-based fintech startup L1 has unveiled high-alpha, onchain investment strategies managed by cryp…
The summer of 1987 was very similar to today. Stocks marched higher and higher until…October showed up. Then...crash. A quick 25%. Keep your powder dry because crashing…
Friends - Summer may be (kinda sorta) here, but it sure doesn't feel like anything's slowing down in our universe. Meanwhile, Bill Taylor is spotting some "very odd beha…
Odd indeed. Figuring out the behavior of financial markets is difficult as it is, but the human behavior behind the markets is "challenging." Between the "on again, of…
This time on Advisor Tech Talk, we’d like to note what might be the beginning of a summer doldrum. The news was sparse overall, not just in wealthtech, but in wealth m…
Innovation continued at the frenetic pace that has become usual for the industry, with integrations focusing on improved customer experiences. The government still staye…
Government interventions focused on improving guardrails and providing a safe space for players in the digital asset space. Bad actors have also evolved, moving to physi…