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MARTECH MINUTES: Bad Economy? Increase Your Advisor Marketing

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Digital Wealth News recently met with Teresa Leno, CEO and Founder of Fresh Finance, to gain her insights into what wealth industry organizations should be doing regarding marketing in a slow economy.

Advisor Tech Talk (Week of 5/13/24)

There’s nothing like a little confirmation to restore your pride, and among this week’s advisor tech headlines is a survey cementing...

AI & Finance™ | News for the Week Ending 5/3/24

Is AI in a Bubble? Any time an emerging technology captivates consumer attention and generates tremendous amounts of investor excitement, market watchdogs begin to ask...

AI EDUCATION: What is Llama 3?

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Publisher's Note: In our ongoing effort to educate our readers about everything AI, what's out there, and how it can be used, we select...

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...

Advisor Tech Talk (Week of 4/22/24)

The biggest advisor tech news this week is not among our list of headlines.  Because this news did not come from a...

AI & Finance™ | News for the Week Ending 4/19/24

A lot is happening with artificial intelligence in financial services—the news items within this week’s AI in Finance newsletter represent broad and diverse applications...

Advisor Tech Talk (Week of 4/15/24)

Out of the very extensive list of headlines in this week’s roundup of advisor tech news, one item stands out as...

AI & Finance™ | News for the Week Ending 4/12/24

Artificial intelligence applications in finance are news, and small, yet expanding at a rapid rate—but the newfangled generative AI is quickly becoming ubiquitous in our...

Advisor Tech Talk (Week of 4/8/24)

It’s past time to put one of the ongoing advisor technology debates to bed.  For nearly 15 years, advisors and the workers...