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AI & Finance™ | News for the Week Ending 5/10/24

We’re coming up on the four-month anniversary for AI & Finance, but it seems like we’ve been writing about the artificial intelligence revolution brewing...

Advisor Tech Talk (Week of 5/6/24)

There’s nothing like a good surprise to keep us humble and ready to learn, and there’s a nice surprise embedded in...
NEWS BRIEF 3 Industry

FusionIQ Introduces FIQ Freedom for Breakaway Advisors

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FusionIQ, a provider of cloud-based wealth management solutions, recently launched FIQ Freedom on the FusionIQ One platform. FIQ Freedom was created to provide advisors...

Sanctuary Wealth Acquires tru Independence

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Sanctuary Wealth, the Indianapolis-based wealth management firm, has acquired tru Independence, a Portland, Oregon-based enterprise that supports 30 RIA firms managing $12.5 billion in...

MARTECH MINUTES: AI and Generating Images for the Wealth Industry

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The advent of AI capabilities such as Generative Adversarial Networks (GANs) has created highly realistic images. AI's ability to quickly, accurately, and efficiently generate such images is valuable.

Decentralized Diaries for the Week of 4/29/24

The industry (has certainly) moved past the speculative phase, where cowboys reigned and anything was possible. Innovations still happen, but progress is (now) governed...

Marketing Matters: The Evolution of Third-Party Solutions Providers in an Evolving Ecosystem

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Third-party, digitally-enabled marketing solutions focused on driving lead gen for independent financial advisors continue to proliferate, and small wonder.  Effectively identifying and converting prospective...

AI EDUCATION: What is AI Insurance?

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Publisher's Note: In this brave new world that has emerged as generative AI has become more mainstream, guess what?  The bad guys and the...

AI & Finance™ | News for the Week Ending 4/26/24

In yet another busy week for financial AI, a clear pattern emerged: Insurtech, or technology used by the insurance industry and insurance consumers, is...

Decentralized Diaries for the Week of 4/22/24

The crypto industry is no longer a touch-and-go affair, with laws and rules changing the game's nature.  That said, inter-country collaborations are (very much) alive...