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The Week in Digital Wealth (9/17/24)
Slight friction between regulators and industry players signaled (forthcoming) interesting interactions between both parties. Everything continued humming as usual, but a user-centric approach to...
The Week in Digital Wealth (3/11/24)
Data Data Data!
Data (it seems) is the new industry buzzword, with automated solutions providing a context for several use cases. Meanswile, AI continued to...
AI & Finance™ | News for the Week Ending 2/16/24
Most advisors probably have yet to use generative artificial intelligence in their day-to-day work experience—in fact, in a recent survey from Totumai and 8...
AI & Finance™: News for the Week Ending 2/2/24
In this week’s 'AI & Finance' column, we have a lot of artificial intelligence-related news from the regtech, proptech, insuretech, martech and lendtech sectors...
BACK OFFICE HEROES: Meeting Client Expectations in the Age of Evolving Trust
When an advisor talks estate planning and recommends a product or account structure to solve a client’s problem, the client will now go back and validate what they’ve heard.
Decentralized Diaries for the Week of 9/25/23
Should the current "rulers" of the cryptospace disappear forever?
Custodia's Caitlin Long seems to think so.
There's a new social login in the Web 3.0 space.
Binance...
The Week in Digital Wealth (8/1/23)
Summer highs have come with interest rate hikes and a sigh of relief from the Fed with Taylor Swift's help (pun intended).
That said, with...
The Week in Digital Wealth (7/17/23)
While temperatures continued to soar, the economy continued to heat up; the Fed raised rates, and everyone else did what they could to reduce...
The Week in Digital Wealth (7/10/23)
A lot is still happening in the industry, with innovation as the driving force despite job numbers, worries, and increased expectations of Fed interventions.
AI...
The Week in Digital Wealth (7/3/23)
Happy Independence Day (on July 4 in the US) and happy new month!
It seems things may not be so bad after all, following stress...