Read this email in your web-browser
Every functioning financial market has an indemnity chain: a named party, holding capital, who absorbs the loss when a claim fails.... Read More
Brandon J. Wellman, CFP, RICP, as of Sept. 1st will serve as U.S. Country Chair of MDRT's Membership Communications Committee for 2027.... Read More
Millions of Americans are restricted to private investments by an outdated SEC rule based on arbitrary income and wealth thresholds.... Read More
In our weekly Advisor Tech Talk column, we cover the latest wealthtech industry news from Envestnet, Vestmark, SS&C, FMG Suite, and Conquest... Read More
The most valuable AI applications happen behind the scenes - compliance to cybersecurity to data management - sifting information for humans.... Read More
CogniCor's expanded advisory board will work with CogniCor's leadership team as the company deepens its presence across the RIA market.... Read More
This week's AI & Finance column covers AI sector news from Envestnet, Conquest, FP Alpha, Savvy Wealth, FINNY, ADP & more... Read More
This week we talk about latency, or why and how the lag in our various systems is costing us all money, time and sanity.... Read More
Our Top 5 VC Deals of the Week in AI featured funding announcements from Crusoe Energy, Wonderful, Gimlet, Celero Communications, and Cylake... Read More
OpenAI launches ChatGPT for Financial Services. How does it compare with Anthropic's Claude for Financial Services?... Read More
AI is becoming more autonomous, more deeply embedded in workflows, more strategically important to governments and more difficult to govern.... Read More
The scarcest input in the fastest-growing real estate sector in the U.S. is not land or money. It is a megawatt you can actually plug into.... Read More
Feathery says Robin empowers financial institutions to spend less time waiting on software changes and more time building with software.... Read More
For most of the last decade, the SEC has had a favorite way of making law: not through rulemaking, but through enforcement actions.... Read More
Bozeman • MT • 59715 • USA
https://dwealth.news
Unsubscribe
