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
Our often-grumpy technology columnist perked up at the rollout of bQuest, a turnkey aging-support platform for advisors and end clients. Davis Janowski, Senior Technology Editor, WealthManagement.comI sure could have used some of the services bQuest announced this week—if only it existed a year ago. That is when my sister and I had our lives upended caring for our 83-year-old mother.
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6 days ago |
wealthmanagement.com | Davis Janowski
Recent AI developments in wealth management include Cetera's collaboration with Jump, HighPeak's healthcare planning platform and Integrated Partners’ partnership with Carefull. Davis Janowski, Senior Technology Editor, WealthManagement.comThere have been more exciting artificial intelligence rollouts and announcements for advisors this week. Among the ones I found consequential was Cetera’s firm-wide collaboration with AI-powered meeting assistant provider Jump.
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1 week ago |
wealthmanagement.com | Davis Janowski
Ceasar Sengupta has big ambitions for his “digital family office to the world.” Backed by $90 million in venture capital, he’s starting with low-minimum, private-bank-style investments for millennial millionaires. Davis Janowski, Senior Technology Editor, WealthManagement.comCeasar Sengupta and his team have built a “digital private bank” called Arta Finance, but it won’t compete with other private banks or the advisors who work there.
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1 month ago |
wealthmanagement.com | Davis Janowski
Both firms see a need to bridge client data between the widely used financial planning tool with the trust and estate tech platform. Davis Janowski, Senior Technology Editor, WealthManagement.comThe advisor estate planning platform Wealth.com announced this week a strategic integration with the popular financial planning platform eMoney Advisor.
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1 month ago |
wealthmanagement.com | Davis Janowski
Vaughn Harvey, a former head of product and transformation for consumer and community bank finance at JP Morgan Chase, will oversee LPL's data and AI initiatives as well as its ongoing digital transformation efforts. Davis Janowski, Senior Technology Editor, WealthManagement.comLPL this week appointed Vaughn Harvey as chief data and artificial intelligence officer. Harvey will oversee data and AI initiatives and the firm’s ongoing digital transformation efforts.
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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…