Performance

Is AI Tech FOMO Setting Firms Up for a Data Reality Check?
Lending & Investment Is AI Tech FOMO Setting Firms Up for a Data Reality Check?

Wealth management firms across the nation have been caught in a whirlwind of artificial intelligence adoption, racing to bolt on everything from automated meeting notetakers to sophisticated pilot projects that promise unprecedented levels of automation. This frantic push, fueled by a palpable fear

Airwallex Raises $330M to Reach $8B Valuation
Lending & Investment Airwallex Raises $330M to Reach $8B Valuation

In an increasingly interconnected global economy, modern businesses continue to grapple with the cumbersome and fragmented nature of traditional financial systems, a challenge that one fintech giant is tackling with a monumental new infusion of capital. Airwallex, a financial platform designed for

Trend Analysis: Leveraged ETFs and Regulatory Risks
Regulatory & Compliance Trend Analysis: Leveraged ETFs and Regulatory Risks

Imagine a financial instrument so powerful that it can triple your gains in a single day, yet so volatile that it could wipe out your investment just as swiftly. Leveraged exchange-traded funds (ETFs) have surged into the spotlight, captivating retail investors with promises of amplified returns.

Pave Finance Integrates Morningstar to Empower RIAs
Lending & Investment Pave Finance Integrates Morningstar to Empower RIAs

What if the tools to outmaneuver Wall Street giants were finally within reach for independent financial advisors? In a landscape where time, resources, and personalization define success, Pave Finance, a New York-based WealthTech innovator, has unveiled a groundbreaking integration with

Predicting US Market Downturns with News Sentiment Analysis
Lending & Investment Predicting US Market Downturns with News Sentiment Analysis

What if the seeds of a market crash were buried in the tone of today’s news? In a world where the S&P 500 can plummet 30% in weeks, as seen during the COVID-19 crisis, the race to predict the next financial storm is more urgent than ever. Every day, thousands of articles flood the internet, shaping

Trend Analysis: Deposits as a Service
Lending & Investment Trend Analysis: Deposits as a Service

Banks that once treated deposits as a product line are now rebuilding them as a capability that can be embedded anywhere customers transact, and that shift is rewriting the playbook for balance growth, digital experience, and cost control by moving deposit manufacturing into modular, cloud-ready

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