Hello and welcome to another Advisor Tech Talk, where we run down all the week’s headlines involving wealth management technology providers—and yes, there were a lot of…
SurgeONE.ai, Sid Yenamandra’s Agentic AI platform, announced the acquisition of MGL Consulting, a well-known industry compliance firm. With this acquisition, Yenamand…
We had a busy holiday week for AI—even with one-less business day to report on, we have a lot of headlines to get to, but first we want to hit on a wealth of recent data…
Each week we find a new topic for our readers to learn about in our AI Education column. Today on AI education, we’re going to talk about data. Data has been r…
Silicon Shakeups, Agentic Ambitions & the AI Advice... Friends, as AI continues to reshape the financial landscape, this week highlights significant advancements an…
This week we continue our series on the top 5 VC-funded deals in AI. This week our announcements are led by two deals exceeding the $100 million thresho…
Waiting for Fed interest rate decisions, employment numbers and economic numbers is so passe' and meaningless. Its all about the TARIFFS. Ukraine/Russia war? Nope, TARIF…
DWN's innovative podcast series with AI hosts, Al and Ivy, presents the most topical subject of the week and discusses it in an easy to understand conversation from AI-g…
Friends – as I wrrote this opener on Memorial Day, I couldnt help but feel emotional remembering my brother, Randall Boomgarden (1948-2021) who served in the USAF at Bit…
Short answer? Yes. To say financial markets are "acting weird" would be an understatement. Oh, and in case you wondered, being "played" also means being "jerked around…
UP, UP AND AWAY... Friends, fintech funding ABSOLUTELY SURGED this week, led by Acrisure’s $2.1B raise and strong mid-stage investments into infrastructure and liquidit…
The Class of 2025 is entering a noisier financial landscape than ever. They’ve grown up on Venmo, learned budgeting from YouTube, and are graduating into a world of high…