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AI & Finance™ | News for the Week Ending 7/5/24

Happy Independence Day and welcome to another busy edition of AI & Finance.  Today, before we get to our headlines, we’d like to introduce a...

The Week in Digital Wealth (7/2/24)

Innovation continued to flourish with improved (general) relations with regulators. New products are the order of the day. Headlines to take note of: Hidden Road...

Decentralized Diaries for the Week of 7/2/24

Crypto adoption is growing, with critics and supporters cheering from the sidelines. That said, legislation within the states will play a pivotal role in...

Advisor Tech Talk (Week of 7/2/24)

Artificial intelligence is everywhere, but not everywhere in wealth management—yet.  In fact, as we frequently note in our weekly AI & Finance...

AI & Finance™ | News for the Week Ending 6/28/24

We write a lot about the positives and potential of artificial intelligence because it’s fun to envision the future and watch it unfold and...

AI REGS & RISK: AI Unleashed – Moving Markets and other Unintended Consequences

By Greg Woolf, AI RegRisk Think Tank Picture this: It's the year 2030. A top wealth management firm rolls out an AI trading algorithm that...

The Week in Digital Wealth (6/25/24)

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An increase in partnerships and launches was noted, with a regulatory light touch that allowed for improved collaborations. The end user may have a...

Advisor Tech Talk (Week of 6/25/24)

Even during a holiday week, there were plenty of wealth management headlines to report.  Sure, Juneteenth is relatively new as a federal...

Top 5 VC Deals of the Week in Fintech (6/25/24)

The British are coming! The British are coming! We're terribly sorry, but since this week's top 5 list includes two UK companies,...

MARTECH MINUTES: 7 Signs Your Marketing Technology is Failing You

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Effective martech can enhance your marketing efficiency, but as the industry evolves, it may be time to replace & update your martech stack. Here's seven red flags that signal it's time to replace your Martech stack.