Innovation and Strategy 6/17

Dakota Wealth Management Invests $1.19 Million in Tempus AI, Inc.

Jerry Garcia

Oct 312 min read

Dakota Wealth Management Invests $1.19 Million in Tempus AI, Inc.

Dakota Wealth Management has announced a significant investment of $1.19 million in Tempus AI, Inc. (NASDAQ:TEM), a move that underscores...

Uptiq Unveils Innovative AI Platform for Wealth Management and Banking

Jerry Garcia

Oct 312 min read

Uptiq Unveils Innovative AI Platform for Wealth Management and Banking

Uptiq, a leading financial solutions provider, has launched the Uptiq AI Workbench, an enterprise AI platform specifically designed for...

Amazon Unveils Rufus: A Revolutionary AI Shopping Assistant for European Customers

Jerry Garcia

Oct 302 min read

Amazon Unveils Rufus: A Revolutionary AI Shopping Assistant for European Customers

Amazon has officially launched Rufus, a new generative AI-powered conversational shopping assistant, in beta across Europe. Following its...

Big Tech's Nuclear Energy Shift: Powering the AI Revolution

Jerry Garcia

Oct 302 min read

Big Tech's Nuclear Energy Shift: Powering the AI Revolution

Big Tech companies are increasingly turning to nuclear energy to meet the surging demands of generative artificial intelligence (AI)....

Lumen and AWS Join Forces to Revolutionize Generative AI with Enhanced Network Operations

Jerry Garcia

Oct 302 min read

Lumen and AWS Join Forces to Revolutionize Generative AI with Enhanced Network Operations

Lumen Technologies and Amazon Web Services (AWS) have announced a strategic partnership aimed at enhancing network operations and...

Brightwave Secures $15 Million Series A Funding to Enhance AI Research Capabilities

Jerry Garcia

Oct 302 min read

Brightwave Secures $15 Million Series A Funding to Enhance AI Research Capabilities

Brightwave, an AI-powered financial research startup, has successfully raised $15 million in a Series A funding round, bringing its total...

Wealth Management Firms Set to More Than Double AI Budgets, Wipro Survey Reveals

Jerry Garcia

Oct 303 min read

Wealth Management Firms Set to More Than Double AI Budgets, Wipro Survey Reveals

Wealth management firms are on the brink of a significant transformation, with a recent Wipro survey indicating that their budgets for...

TPG Secures Nearly $5 Billion for Second Private Equity Climate Fund

Jerry Garcia

Oct 302 min read

TPG Secures Nearly $5 Billion for Second Private Equity Climate Fund

TPG has successfully raised nearly $5 billion for its second Rise Climate private equity strategy, marking a significant milestone in its...

AI Revolutionizes Wealth Management: Insights from LSEG Report

Jerry Garcia

Oct 292 min read

AI Revolutionizes Wealth Management: Insights from LSEG Report

In a groundbreaking report released by the London Stock Exchange Group (LSEG), titled "The Future of Wealth: Why Consistency Matters,"...

Arta Finance Launches Globally, Unveils Arta AI Copilot and Wealth-as-a-Service for Banks

Jerry Garcia

Oct 292 min read

Arta Finance Launches Globally, Unveils Arta AI Copilot and Wealth-as-a-Service for Banks

Arta Finance has officially launched its global operations from Singapore, introducing its innovative Arta AI Copilot and announcing a...

Investors Eyeing Bigger Tickets in Private Equity and Credit

Jerry Garcia

Oct 293 min read

Investors Eyeing Bigger Tickets in Private Equity and Credit

Investors are showing renewed optimism in private equity and credit markets, as recent surveys indicate a shift towards larger...

US Leads Global Digital Transformation Efforts, Says GSA's Shive

Jerry Garcia

Oct 283 min read

US Leads Global Digital Transformation Efforts, Says GSA's Shive

In a recent address at the ACT-IAC’s Imagine Nation ELC conference in Hershey, Pennsylvania, General Services Administration (GSA) Chief...

Jerry Garcia

Oct 282 min read

Uptiq Unveils Innovative AI Platform for Wealth Management and Banking

Uptiq has launched the Uptiq AI Workbench, a cutting-edge enterprise AI platform specifically designed for the regulated financial...

Planto Partners with Citibank to Launch Wealth 360 in Citi Mobile®️ App

Jerry Garcia

Oct 282 min read

Planto Partners with Citibank to Launch Wealth 360 in Citi Mobile®️ App

Planto, a leading digital banking solution provider based in Hong Kong, has teamed up with Citibank HK to introduce Wealth 360 within the...

KKR Executives See Deal Rebound as Firm Posts Record Quarterly Fee Revenue

Jerry Garcia

Oct 272 min read

KKR Executives See Deal Rebound as Firm Posts Record Quarterly Fee Revenue

KKR, a leading private equity firm based in New York, has reported a significant rebound in deal activity, marking a pivotal moment for...

Ex-UBS CEO Ralph Hamers Joins Former Googlers’ AI Wealth Firm

Jerry Garcia

Oct 272 min read

Ex-UBS CEO Ralph Hamers Joins Former Googlers’ AI Wealth Firm

Ralph Hamers, the former chief executive officer of UBS Group AG, has joined a wealth firm founded by onetime Google staffers, marking...

Former XP Partner Launches AI-Driven Asset Management Firm

Jerry Garcia

Oct 272 min read

Former XP Partner Launches AI-Driven Asset Management Firm

Laio Santos, a former CEO of brokerage firm Rico and ex-partner at XP Investimentos, has launched a new wealth management firm named...

Merck and Siemens Join Forces to Drive Digital Transformation in Healthcare

Jerry Garcia

Oct 262 min read

Merck and Siemens Join Forces to Drive Digital Transformation in Healthcare

Merck, a leading pharmaceutical company, has embarked on a digital transformation by signing a Memorandum of Understanding with...

Lehigh Business Students Create Groundbreaking AI Tool for Wealth Advisors

Jerry Garcia

Oct 262 min read

Lehigh Business Students Create Groundbreaking AI Tool for Wealth Advisors

Lehigh University’s business students have made waves in the financial technology sector by developing an innovative AI tool designed...

Nutmeg’s CIO Discusses JPMorgan Takeover and AI's Potential in Wealth Management

Jerry Garcia

Oct 262 min read

Nutmeg’s CIO Discusses JPMorgan Takeover and AI's Potential in Wealth Management

In a recent discussion, James McManus, Chief Investment Officer of Nutmeg, shared insights on the implications of JPMorgan's acquisition...