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The Making of a Wizard.

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Recent News

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Artificial Intelligence

Overenthusiastic or Just Right? The AI Boom’s Goldilocks Question

Between 2000 and 2002, after the dot com bubble popped, the Nasdaq lost nearly 80% of its value, wiping out trillions of dollars in wealth.

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Consumer

Short-sighted Investors Chew Up Chewy

More than 94 million pet-owning US households are expected to spend $157 billion on their little Lunas and Rexes this year.

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Artificial Intelligence

Oracle’s AI-Powered Sales Growth Threatens Elon Musk’s Reign as World’s Richest Man

Oracle said its remaining performance obligations is now sitting at $455 billion. That’s up 359% from where it stood just a year ago.

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Advisor Upside

Can AI Lead Generation Ignite Organic Growth for Advisors?

With organic growth rates flatlining, AI promises to both broaden the search for new clients and identify prospects within a firm’s niche.

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Artificial Intelligence

The Dutch Connection: French AI Leader Gets Backing from European Tech Giant ASML

Mistral has been hailed by policymakers as key to Europe’s ambitions to compete with dominant US and Asian rivals.

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Advisor Upside

Global Family Offices Unfettered by Military Conflicts, Recession Fears

Allocations today have a striking resemblance to where they stood in 2023, according to new Goldman Sachs data.

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CIO Upside

Salesforce Layoffs Add Fuel to AI Job-Automation Fire

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With many workers in a state of uncertainty, ‘ignoring those fears risks disengagement and turnover,’ one expert said.

1 min read

Patent Drop

Glimpse into the future of technology.

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Google Patent Highlights AI and Quantum’s Symbiotic Relationship
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The Time and Place for AI Code Generators
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Into the Future: The Patent Drop Highlight Reel
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Amazon Tries to Help Alexa Get Personal

Advisor Upside

How to Win the Coveted Ultra-High-Net-Worth Client

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RIAs need to cultivate a higher level of trust and personalization to attract the wealthiest clients.

2 min read

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