Davis Janowski
Writer, Consultant, and Technology Journalist at Freelance
Senior Technology Editor at Wealth Management
Longtime tech journalist, freelancer, former analyst, (all opinions and tweets my own) Paddle guide for Manhattan Kayak, paddle boarder, kayaker, outdoorsman.
Articles
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2 days ago |
wealthmanagement.com | Davis Janowski
AI-powered tools are growing ever more sophisticated and filling niche advisory needs. Davis Janowski, Senior Technology Editor, WealthManagement.comBeyond the low-hanging fruit of AI notetaking, of which I’ve written a lot about in the last few months, I’m starting to hear from and get demonstrations of increasingly sophisticated agentic artificial intelligence tools for other use cases.
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1 week ago |
wealthmanagement.com | Davis Janowski
MGL founder Melinda “Mimi” G. LeGaye joins as president of compliance services. Davis Janowski, Senior Technology Editor, WealthManagement.comCompliance, data, and cybersecurity technology provider Surge Ventures has made its third acquisition, adding the compliance firm MGL Consulting as a wholly owned subsidiary this week. Terms of the deal were not disclosed.
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1 week ago |
wealthmanagement.com | Davis Janowski
While advisors will pay for the technology, Commonwealth will manage it, associated security and compliance. Davis Janowski, Senior Technology Editor, WealthManagement.comCommonwealth Financial Network’s 2,900 independent advisors now have access to the AI notetaking technology Zocks, if they want it.
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2 weeks ago |
wealthmanagement.com | Davis Janowski
A bigger, more established player is now vying for the advisor market with lower price; more specialized AI providers have the home court advantage for now. Davis Janowski, Senior Technology Editor, WealthManagement.comFireflies.ai has entered the financial advisor AI notetaking group chat.
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2 weeks ago |
wealthmanagement.com | Davis Janowski
With the new technology, Addepar said it can accelerate its use of automation and AI throughout its existing platform. Davis Janowski, Senior Technology Editor, WealthManagement.comWealth management technology provider Addepar acquired Arcus, a small tech startup that specializes in building out AI workflows, this week.
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RT @haik_sahakyan: The future of wealth management isn't coming—it's already here. Spoke with @ddjanowski for @wealth_mgmt about how AI is…
I've watched this a half-dozen times this morning, it gave me chills the first time: https://t.co/StiMZj75J5
HARMONY OF RESILIENCE: Recorded in space and sent to Earth via @SpaceX’s @Starlink constellation, Polaris Dawn crewmember and violinist @Gillis_SarahE invites you to enjoy this music moment in support of @StJude & @ElSistemaUSA → https://t.co/My8cUwAWzg https://t.co/OoxTllCZNP
RT @PolarisProgram: @StJude @ElSistemaUSA @Gillis_SarahE @rookisaacman @KiddPoteet @annawmenon Learn more about our charitable partner @StJ…