Tokenizing private credit won’t fix who bears the losses

 Tokenizing private credit won’t fix who bears the losses

Cap’s Benjamin Sarquis Peillard argues that putting private credit on-chain won’t fix bad underwriting unless the people making lending decisions have their own capital at risk.

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The AI wealth boom is exposing a divide over who gets to invest

The AI wealth boom is exposing a divide over who gets to invest

DealMaker's Rebecca Kacaba looks at how accredited investor rules determine who gets access to investment opportunities.

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What Bloomberg’s Canoe deal means for private markets data

What Bloomberg’s Canoe deal means for private markets data

F-Prime’s David Jegen discusses the future of private markets data after Bloomberg’s recent Canoe acquisition.

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How computer vision is changing property valuation

How computer vision is changing property valuation

Clear Capital’s Kenon Chen discusses how computer vision is shaping its approach to property valuation.

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Investors want bigger bets, but the exits remain scarce

Investors want bigger bets, but the exits remain scarce

Matt Ober of Social Leverage examines why VCs are concentrating on potential moonshots, leaving fewer options for startups with more modest ambitions.

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Why bank loyalty programs need an AI feedback loop

Why bank loyalty programs need an AI feedback loop

Shawn Conahan, chief revenue officer of Wildfire Systems, argues that banks are missing a critical piece in their self-funding loyalty programs, relevance, and explains how AI-driven personalization can close the gap.

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What AI transformation demands from leaders

What AI transformation demands from leaders

Executive coach Richa Malhotra explains why navigating AI requires clarity, trust and a willingness to move before leaders feel ready.

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Brazil's challenge to the AI-native ERP thesis

Brazil's challenge to the AI-native ERP thesis

Gonzalo Parejo of Kamino explains why the biggest AI opportunity in finance may sit alongside the ERP, not inside it.

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Four AI moves for bank CEOs

Four AI moves for bank CEOs

Carey Ransom of BankTech Ventures argues that community banks should focus less on AI use cases and more on becoming AI-native organizations.

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Why modernizing ACH is critical for faster payments

Why modernizing ACH is critical for faster payments

Deepak Gupta of Volante Technologies argues that modernizing ACH infrastructure is critical as banks adapt to faster payments and rising transaction volumes.

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Hype, moats and the wealthtech exit problem

Hype, moats and the wealthtech exit problem

Matt Ober of Social Leverage argues that while wealthtech startups are pitching AI operating systems, the exit math points to $200 million to $500 million outcomes, not unicorn valuations.

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Inside fintech’s rebound: Dan Latimore on Q3 funding trends

Inside fintech’s rebound: Dan Latimore on Q3 funding trends

The FR breaks down CB Insights’ State of Fintech Q3 2025 report with insights from Dan Latimore on AI’s rise, bigger late-stage deals, and the renewed momentum in wealthtech.

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Four business models riding the silver tsunami

Four business models riding the silver tsunami

Alex Lazarow highlights the critical need for a well-structured transition plan to navigate the impending "silver tsunami." He also explores four key business models poised to address this demographic shift.

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Investment Advisors Embrace Technology

While the wealthtech revolution has largely been centered around robo advisors and bringing more “entry-level” investors into the market, independent advisory firms have tended to focus on building relationships, advisor productivity, and other factors. But that’s all beginning to change.

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