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The AI Takeover. It’s Only Just Begun.

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Yikes! The artificial intelligence (AI) takeover is further along then we thought. Very subtle and, at times, seemingly under the radar, but it's under...

Advisor Tech Talk (Week of 6/18/24)

It’s probably not happening in 2024, and thus, advisors should breathe a sigh of relief.  As consumers continue to explore fintech and...

STANDARD DEVIATIONS PODCAST: Shawn Sparks – The Advisor Transformation

This week on the Standard Deviations podcast, Dr. Daniel Crosby is joined by Shawn Sparks of Triad Partners Shawn Sparks has worked with hundreds...

AI EDUCATION: What is Apple Intelligence?

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Each week we find a new topic for our readers to learn about in our AI Education column.  This week, we are looking into...

The Taylor Market Report (6/11/24)

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This is the longest lasting "tired market" EVER! The AI stocks are holding the S&P index up (and I'm very bullish on AI) but the majority of stocks are crap. I want to be short but I am staying neutral.

The Week in Digital Wealth (6/11/24)

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Technical glitches did not hinder innovations and partnerships from springing forth, with integrations taking center stage. It looks like the end-user is back in...

FINTECH NEWS: How Technology Is Transforming Impact Investing

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The impulse to do good while doing well is much older than popular acronyms like ESG and SRI might suggest. In fact, impact investing...

Advisor Tech Talk (Week of 6/11/24)

Fifteen years ago an Old El Paso commercial about whether a family should eat hard or soft tacos became a lasting...
NEWS BRIEF 3 Industry

Vestmark and PureFacts Partnership Optimizes Billing for Wealth Management Industry

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Fintech firms Vestmark, Inc., a provider of wealth management software and services, and PureFacts Financial Solutions, which delivers revenue management, enterprise reporting, and insights...

AI & Finance™ | News for the Week Ending 6/7/24

Months after launching AI and Finance, the world is still in the extremely early stages of integrating artificial intelligence technology with the financial services...