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The AI Takeover. It’s Only Just Begun.

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?

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)

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)

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

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

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...