Friends, this week Bill Taylor discusses clarity in the markets that is emerging post election in THE LEAD. Meanwhile, a big week in the wealthtech sector and Chris Rob…
The fog is lifting. One week after inaugurating a new president some financial market clarity is starting to emerge. Still foggy but clarity takes time and a bit of spec…
In a move aimed at accelerating product innovation, Docupace, a leader in back-office automation for wealth management, has announced Elizabeth Pavlik’s promotion to Chi…
Third-party wealthtech provider The Sycamore Company has introduced a surveillance platform designed to help broker-dealers mitigate risk by elevating their ability to s…
VC BACK ON TRACK Every week, it is truly INTERESTING to make the trends occurring in VC investments cohesive and cogent for our audience. We started parsing the VC dea…
The industry resumed its day in the sun, with the government turning a favorable eye to crypto-related issues. It looks like the rise of 'crypto X' or 'crypto Twitter' i…
Innovation continued to rule the sector, with light touch regulation resuming pace as integrations and deployments dictated the pace of events. Headlines to take no…
Hello and welcome to yet another very busy edition of Advisor Tech Talk. Despite a truncated week, due to sifting through just four headlines from the double shot of Mar…
The demographics are telling: More Americans are turning 65 in 2024 than ever before. The precipitous decline in defined benefit programs, recent economic uncertainty an…
We have another full week of AI & Finance headlines to report, as it was a hectic week in general with wildfires and an inauguration and a couple of snowstorms, not…
Each week we find a new topic for our readers to learn about in our AI Education column. Over the past few months, we’ve tried to stick (mostly) to covering th…
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…