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FINTECH CORNER: From Vision to Reality – Why PractifiU Academy Works For Advisors
A vision for an educational platform & resource for clients began last year, “PractifiU” started out as a YouTube channel with 20 videos. Now, it's an on-demand comprehensive learning experience.
AI & Finance™ | News for the Week Ending 8/2/24
As we’ve said many times before in AI & Finance, it seems like artificial intelligence is everywhere today, even in financial technology, but the...
Genstar Capital Takes on Docupace
The back-office software provider Docupace has new financial partners. The Homel, New Jersey-based fintech firm announced a “strategic majority investment” from Genstar Capital, a...
Advisor Tech Talk (Week of 1/23/24)
There is a particularly long list of wealth tech headlines for this week’s edition of Advisor Tech Talk, and it’s not...
The Week in Digital Wealth (4/3/23)
By Christopher Hamman
Happy new month!
Buying a home has become as easy as owning a credit card with...
Advisor Tech Talk (10/11/22)
By Christopher Robbins
Today in advisor technology news, we have quite a few announcements from the alternative investing world—which makes sense, as...
Advisor Tech Talk (5/31/22)
By Christopher Robbins
There are several different aphorisms attributed to various philosophers that all...
AI EDUCATION: What Is a Data Center?
Each week we find a new topic for our readers to learn about in our AI Education column.
This week in AI Education, we’re going to visit...
STANDARD DEVIATIONS PODCAST: Dr. Charles Eckhart – Family Wealth Dynamics
This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Dr. Charles Eckhart, a Licensed Clinical Psychologist and the co-founder...
Advisor Tech Talk (Week of 8/14/24)
Summer is winding down, but the wealthtech news feels like it’s winding up.
2024 may go down as the year without a...