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Decentralized Diaries for the Week of 6/4/24
Legislation had twists and turns, with the Federal Government giving little indication of its (proper) intentions. That did not stop some government agencies from...
DWN Publisher Notes For 6/5/24
Friends, we're traveling this week to the Dallas area, but the newsletter & website are still chock full of great news & industry info plus insight into the dark side of AI & a look at the latest cohort from wealthtech accelerator The Founders Arena...READ UP!!
Advisor Tech Talk (Week of 6/4/24)
The 100,000th Certified Financial Planner has been named, and she’s a 31-year-old millennial woman from Bedminster, N.J. named Simone Lee—a second-generation...
FINTECH VIEWS: Digital Marketing Best Practices for Financial Advisors
Today’s financial advisors need to cut through the clutter and set themselves apart from the competition. To do so, they must go beyond occasional...
Top 5 VC Deals of the Week in AI (5/31/24)
This week we continue our series on the top 5 VC-funded deals in AI.
For the third week in a row, the VC funding amounts...
AI & Finance™ | News for the Week Ending 5/31/24
When technology moves as quickly as artifical intelligence in finance has over recent months, it begins stretching and distorting our civic and cultural codes...
5×5: Five Ways to Spend 5 Hours or Less a Week on Compliance
Have you heard the term “culture of compliance?” The idea is to boost employee buy-in for compliance by showing how it fuels long-term success.
Beyond...
AI & Finance™ | News for the Week Ending 5/24/24
Artificial intelligence in finance is going to change the way we think about and work with money—some of those changes will come quickly, others...
INTELLIGENCE FOR GROWTH: How TIFIN AG Is Helping Wealth Firms Drive New Asset Growth
At its core, TIFIN AG exists to bring more people into the world of financial advice. We achieve this by creating machine learning models that generate insights, signals, and intelligence to help wealth enterprises grow faster.
AI REGS & RISK: The Dark Side of AI, Part 1 – Global Risks...
By Greg Woolf, AI RegRisk Think Tank
On April 18, Meta opened the floodgates of concern by choosing to open-source Llama 3. This model rivals...