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Advisor Tech Talk (Week of 11/20/24)
It’s another week, and wealthtech is bigger and busier than ever before.
And if you think wealthtech is big—we'll refer you below...
AI & Finance™ | News for the Week Ending 10/25/24
This time on AI & Finance, we’re going to return to two fairly familiar but timely topics before we press on to an extensive...
Advisor Tech Talk (Week of 10/23/24)
Welcome to a big week in wealthtech where the news was bolstered by a couple of active industry conferences. Before we...
Advisor Tech Talk (Week of 10/16/24)
This week in Advisor Tech Talk, we’re going to let our wealthtech headlines speak for themselves, and leave it at that.
With...
Decentralized Diaries for the Week of 10/15/24
Innovation took the front burner under the watchful eyes of regulators. The bad guys continued to find ways to target victims. However, things are...
Advisor Tech Talk (Week of 10/2/24)
This week in Advisor Tech Talk, wealth management continues its hot streak of activity, and of course, wealthtech follows suit.
The biggest...
AI ILLUMINATIONS: “How Am I Doing?”
As we approach the fourth quarter of this year, Michael Partnow, Group President, Wealth Management at JIFFY.ai, provides insights into why leaders must take this time to ask, "How am I doing?"
The Week in Digital Wealth (8/14/24)
Niche sectors ruled last week with evidence of improved and seamless innovation occurring. Fintech firms lowered the barriers to market entry, especially for several...
Advisor Tech Talk (Week of 7/23/24)
There was quite a bit of financial advisor-related wealth tech news this week, but to start out this edition of Advisor...
AI & Finance™ | News for the Week Ending 7/19/24
Not everything about the adoption of artificial intelligence in the financial industry is going to be a net positive for the world.
Let’s dig into...