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The Al & Ivy (AI) Podcast, Ep. 59 | Trump’s Arctic Gambit: Greenland in...
DWN's innovative podcast series with AI hosts, Al & Ivy, presents the most topical subject of the week and discusses it in an easy...
FINTECH VIEWS: Cambridge Puts Industry’s First Fully Agentic-AI-Driven Account Opening Tool to Work
With wealth management firms racing to capture AI-driven productivity and efficiency gains, Cambridge Investment Research is touting an industry first: the implementation of an...
AI REGS & RISKS: What Is an AI-First Company?
By Greg Woolf, AI RegRisk Think Tank
The mantra of the moment is “AI-first.” Two years after companies began chanting it, the early returns are mixed. Some...
Customizable Dashboards and Mobile-First : TradingBlock Rolls Out Online Trading Platform
For years, retail traders have had to make a choice: either stick with user-friendly platforms that limit access to professional-grade tools or graduate to...
THE LEAD | Who’s On First? Or, Who’s In Charge?
Humor becomes reality. Some things are really humorous (hilarious) and some things are sadly humorous. Since it's summer and generally a slow time in...
First Rate Announces Investment and Strategic Partnership with Fispoke
Arlington, TX – June 5, 2024 – First Rate, a global leader in WealthTech providing AI reporting and compliance services for the wealth management...
Multi-family office RIA Caprock Makes Grey Street Capital its First Acquisition
Caprock, an RIA serving ultra-high-net-worth clients, announced it acquired Chicago-based Grey Street Capital, a boutique advisor firm with $2.2 billion in client assets.
The deal...
STANDARD DEVIATIONS PODCAST: The Future of Everything is Human-First
This week on Standard Deviations, Dr. Daniel Crosby lays out Seven Rules for Life and Money.
Educated at Brigham Young and Emory Universities, Dr....
WEALTHTECH INSIDER: The First 8 Years from Startup to Enterprise
For growing financial firms, the first $1 billion in AUM is the most difficult to achieve because of the amount of change that takes place as a practice becomes a business, and a business transforms into an enterprise.
BACK OFFICE HEROES: Your Voice is Your Unique Differentiator–Advisors Must Find Theirs
Financial advisors that establish a sage voice – don’t explain what’s happening, but what it means for the audience – quickly earn trust and loyalty in today’s noisy world.