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AI EDUCATION: What Is a Transformer (and Is It More Than Meets the Eye)?
Each week we find a new topic for our readers to learn about in our AI Education column.
Full confession mode here: I am a child...
FINTECH VIEWS: Marketing Beyond CRM
From their beginnings as a repository and organizer of client information to their current functionality, which includes integration, automation, customization, analytics and more, Customer...
STANDARD DEVIATIONS PODCAST: Dr. Daniel Crosby – Emotions and Money; If You Can’t Beat...
This week on Standard Deviations, Dr. Daniel Crosby shares an unreleased essay from his new book, The Soul of Wealth.
Educated at Brigham Young...
FINTECH VIEWS: Fighting the Good Fight – Q&A with Cambridge’s Larry Casey
The wealth management industry continues to invest in sophisticated tools, practices and policies to protect clients from data breaches and other security threats. The...
STANDARD DEVIATIONS PODCAST: Megan Gorman – All the Presidents’ Money
This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Megan Gorman.
Megan is the founding partner of Chequers Financial Management,...
FORG Provides Turnkey, White-Lable Tech and Real Solutions to Family-Offices
More than a decade ago, turnkey asset management platforms upended the wealth management industry. A new company is trying to do something similar by...
WEALTHTECH 3.0: Beyond the Game – Empowering All College Students to Reach Their Full...
Our recent conversation with Pamela Cytron, President of The Founders Arena Wealthtech Accelerator, explores the implications of NIL and how parallel opportunities must be available for non-athlete students equally poised to impact society profoundly.
FINTECH VIEWS: Four Keys to Succession Planning for Family Businesses
By Joseph N. Filosa, CFP® Financial Advisor, Principal, Opal Wealth Advisors
Recent research from PwC indicates that nearly two-thirds of family businesses don’t have a...
Bridgemark Strategies Continues Growth Momentum With Key Hires After Launch of Bridge Marketplace Advisor...
Bridgemark Strategies has broadened its team of advisor-facing specialists, adding Jason Hawn, Timari Robison and Travis Boak as recruiting consultants. This expansion comes less than a year after...
FINTECH VIEWS: Could Risk Tolerance Technology Be the Key to Stronger Client Relationships?
Prominent industry juggernauts are bringing risk tolerance squarely into the financial planning conversation from its prior position as a compliance afterthought.