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The Week in Digital Wealth (8/6/24)
Utility continued to be the focus on all fronts, with partnerships forming a backbone for activities. Tech integrations were in focus, with niche segmentation...
AI & Finance™ | News for the Week Ending 6/21/24
We are now more than 19 months from generative AI surging into the public consciousness in a major way with the initial launch of...
The Week in Digital Wealth (6/18/24)
The industry shifted from embedded integrations to partnerships. Unveiled solutions (also) had a utility focus, solving customer-related problems (seamlessly).
Headlines to take note of:
The...
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...
The Week in Digital Wealth (6/4/24)
Last week, there was a marked shift towards innovation, with ideas taking over the space. That said, there were higher cases of regulation which...