Why advisors need to be aware of opt-in AI
As financial advisors increasingly rely on digital tools, many are discovering that AI is being quietly embedded across their tech stacks, often switched on by default and difficult to disable. CRM systems like Wealthbox and Orion have embedded AI meeting note-takers and portfolio comparison features. Zoom added an AI Companion for meeting summaries. Microsoft has […]
Dive Deposits: Ripple’s 2nd billion-dollar deal of 2025 puts it in elite company
The Bull Market in Crypto: A Year of Acquisitions It’s no secret that the world of cryptocurrency is experiencing a bull-market year, with major players like Ripple and Kraken making significant moves in the industry. On Thursday alone, both Ripple and Kraken announced acquisitions that have captured the attention of the market. The Ripple deal, […]
BoE economists outline model of liquidity-solvency spirals
Bank of England Economists Develop Model for Understanding Liquidity-Solvency Spirals The world of finance and banking often wrestles with the challenge of understanding and predicting the complex dynamics that can lead to financial crises. In an effort to better anticipate and mitigate such situations, economists at the Bank of England (BoE) have developed a new […]
Eastern in Mass. should sell itself: Activist investor
Eastern Bankshares Under Pressure to Sell Eastern Bankshares, a Boston-based bank, finds itself under scrutiny from HoldCo Asset Management, an activist investor. The investor argues that Eastern Bankshares mismanaged most of its excess capital after going public in 2020, thus diluting shareholder value. Therefore, HoldCo is pushing for the bank’s sale. HoldCo’s Argument for Selling […]