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Smarsh Extends Global Footprint with Strategic Expansion into Latin America
In a move to solidify its position in digital communications data and intelligence, Smarsh has announced the opening of its latest Center of Excellence...
Advisor Tech Talk (Week of 9/3/24)
In last week’s roundup of wealth management technology news, we discussed a prominent financial advisor’s recent reading of U.S. Census and...
The Week in Digital Wealth (9/3/24)
Product launches were a thing last week, with integrations providing faster access and ease of use. Regulatory actions were heavy-handed with fines, but the...
Decentralized Diaries for the Week of 9/3/24
Government interventions did little to stifle innovation and consumer interest. Interestingly, institutional participation looks set to continue for the rest of the year.
The headlines:
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AI REGS & RISK: Controversial US Regulation of AI is Gaining Momentum
By Greg Woolf, AI RegRisk Think Tank
The controversy surrounding California’s SB 1047 and its attempt to regulate AI is gaining steam—from both supporters and...
AI & Finance™ | News for the Week Ending 8/30/24
Occasionally we like to take in some of the counterprogramming on artificial intelligence, so this week to lead of AI and Finance we’re going...
DWN Publisher Notes For 8/28/24
Friends, this week we delve into the Community Reinvestment Act and hear about the varied applications of AI in the wealthech startup ecosystem. Meanwhile, we see more VC deals in the sector, albeit at lower funding levels and have several new hires in the advisortech space to report.
WEALTHTECH 3.0: What’s in a Name? For WealthTech and AI, It’s All About Purpose
In our recent interview, Pamela Cytron, President of The Founders Arena WealthTech Accelerator, shared her insights on the varied interpretations of AI among startups within the wealth tech industry
MARTECH MINUTES: New CRA Rules in Effect: Financial Literacy Training for Bank Customers
Banking institutions must stay abreast of compliance requirements in an ever-evolving regulatory landscape, and a recent change is the new Community Reinvestment Act (CRA) rules regarding financial literacy.
Advisor Tech Talk (Week of 8/28/24)
Financial advisor guru and self-declared nerd Michael Kitces made a not-so-bold assertion in a recently published report: The pool of desirable clients...