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AI REGS & RISK: Controversial US Regulation of AI is Gaining Momentum

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By Greg Woolf, AI RegRisk Think Tank The controversy surrounding California’s SB 1047 and its attempt to regulate AI is gaining steam—from both supporters and...
NEWS BRIEF 3 Industry

Bridgemark Strategies Continues Growth Momentum With Key Hires After Launch of Bridge Marketplace Advisor...

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Bridgemark Strategies has broadened its team of advisor-facing specialists, adding Jason Hawn, Timari Robison and Travis Boak as recruiting consultants. This expansion comes less than a year after...

Advisor Group Continues Digital Transformation Momentum with New Senior Hires

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After announcing significant investments in technology as part of a broader digital transformation strategy late last year, Advisor Group is following up with a wave of senior management team hires.

TheALTinvestor: Why Crowdfunding Is Having Its Moment

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Crowdfunding has doubled in the US - growth Matt Belcher of Cal-Tier believes is driven by regulatory clarity. expanding opportunities and better technology
Press Release 2

Jack Henry & Associates Reports on Rise in Digital Momentum

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Jack Henry announced today that regional and community banks and credit unions are successfully pivoting to meet today's demands for a complete banking ecosystem

FINTECH VIEWS: Marketing Beyond CRM

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From their beginnings as a repository and organizer of client information to their current functionality, which includes integration, automation, customization, analytics and more, Customer...

The Taylor Market Report (11/19/24)

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BITCOIN BITCOIN BITCOIN. The biggest beneficiary of the new presidency appears to be bitcoin (crypto in general). At long last, regulatory relief is here. Additionally, Trump is very interested in creating a sovereign wealth fund that would invest in bitcoin.

Advisor Tech Talk (Week of 11/20/24)

It’s another week, and wealthtech is bigger and busier than ever before.  And if you think wealthtech is big—we'll refer you below...

AI EDUCATION: What Is a Chatbot (and Could It Kill Me)?

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Each week we find a new topic for our readers to learn about in our AI Education column.  This week in AI Education we’re going to...

FINTECH VIEWS: Firms and Advisors Serving UHNW Investors Have No Room for Error When...

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By Brian Weiner, Family Office Resource Group Businesses spend billions of dollars on marketing each year to, in part, build and maintain authentic connections with...