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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...
The Week in Digital Wealth (4/8/24)
Are end-to-end solutions the future of finance?
That may (seem to be) the case, with collaborations and integrations hinting at improved consumer access.
That said, regulators...
Decentralized Diaries for the Week of 4/8/24
Industry maturity (a rare occurrence) unfolded with the sector getting into gear.
Institutional players dictated the pace of events. Only time will tell how far...
Seasoned FinTech Executive John F. Sweeney Joins AlphaTrAI as its New President
San Diego-based AlphaTrAI, a technology consulting and service provider for the wealth and asset management industry, recently announced the appointment of John F. Sweeney as...
AI & Finance™ | News for the Week Ending 4/5/24
Whenever a new technology emerges into any labor-intensive economic sector, a battle of futurists results.
On one side are the technological utopians who imagine...
Decentralized Diaries for the Week of 4/1/24
The crypto industry continued to push frontiers beyond normal (as they usually are) with regulatory authorities doing what they can to catch up.
Meanwhile, in...
Advisor Tech Talk (Week of 4/1/24)
Today’s Advisor Tech Talk should stand as an example of the momentum behind wealth management technology.
See, it being “spring break” week...
Decentralized Diaries for the Week of 3/25/24
Yes, crypto is a movement. But, the kinks are the issue. They have always been. Innovation comes with the turf, though. This will continue...
Advisor Tech Talk (Week of 3/25/24)
There’s a lot of money in motion in 2024, and it’s not just in mergers and acquisitions or retirement rollovers.
No, this...
FusionIQ Launches New FIQ Market One Investment Solution
FusionIQ, a provider of cloud-based wealth management solutions, has launched FIQ Market One, an investment solution that provides investors and advisors with access to...