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Advisor Tech Talk (Week of 9/24/24)
Ah yes indeed, it was another busy week—not just in advisor technology, but in wealth management as well. Many acquisitions were...
The Week in Digital Wealth (9/24/24)
Innovation resumed its front-seat status, with partnerships giving rise to fast-paced deployments. Interestingly, there are a few "old vs. new" solutions that reflect everyday...
Decentralized Diaries for the Week of 9/24/24
Crypto is once again the new cool as a blazing-hot summer gives way to fall. Adoption achieved momentum alongside rising mainstream interest. Sadly, the...
MARTECH MINUTES: Prospect Email Communication: How to Avoid Fines
A compliance-focused approach to prospect email marketing can help ensure that advisors can effectively connect with prospects without failing to comply with the CAN-SPAM Act.
AI & Finance™ | News for the Week Ending 9/20/24
Welcome to another edition of AI & Finance bursting at the seams with financial artificial intelligence news!
This week we have items from some of...
AI EDUCATION: What Is Artificial General Intelligence?
Each week we find a new topic for our readers to learn about in our AI Education column.
There was a time in my youth, in those...
Top 5 VC Deals of the Week in AI (9/20/24)
This week we continue our series on the top 5 VC-funded deals in AI.
This past week was a more muted one for venture funding...
FINTECH VIEWS: What Does WealthTech M&A Really Mean for Financial Advisors?
By Reed Colley
Remember Nokia?
Maybe not, but once upon a time Nokia was one of the most innovative mobile phone companies in the world.
Nokia was,...
The Taylor Market Report (9/17/24)
Going neutral on everything. It's too much to handle right now. I fully expect a whole lot of "shenanigans" before the 'scheduled' election. When in doubt, sit it out.
Advisor Tech Talk (Week of 9/17/24)
While we still have a few days in astronomical summer to sort through, for all intents and purposes, summer is over...