People Moves Related to "With AI (partly) to thank, Canoe Intelligence tripled in value in one year and raised $36 million, including from Goldman Sachs, despite one of its analysts warning much of AI is overhyped"
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Carson Group legal drama discovered by Omaha media with settlement still on table • DPL annuity sales top $3 billion milestone, two months ahead of schedule • Potomac gets serious about Seinfeld • SSGA raids Schwab for technology executive
Jul 19, 2024Carson case develops • After taking 58 months to sell its first $1 billion of annuities, DPL did its third billion in six months • Potomac's Christopher Norton promises to show fun side of RIAs and thanks F-word (fiduciary) video ban • SSGA has a new COO.