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REAL CLEAR CRYPTO: Understanding the Risks: Why Investing in Grayscale Grantor Trusts at a...

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Let's talk about these premiums on Grayscale Grantor Trusts. In simple terms, a premium occurs when the market price of a trust unit is greater than the net asset value (NAV) of the cryptocurrency it represents.

AI & Finance™ | News for the Week Ending 2/16/24

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Most advisors probably have yet to use generative artificial intelligence in their day-to-day work experience—in fact, in a recent survey from Totumai and 8...

AI & Finance™ | News for the Week Ending 2/9/24

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A lot is happening in the AI universe – so much that it doesn’t make sense for us to single out any particular piece...

AdvizorStack To Integrate StratiFi’s Portfolio Risk Analysis Tools

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AdvizorStack announced this week that it has partnered with StratiFi to provide customers with portfolio risk analysis, client risk profiling and compliance solutions.  AdvizorStack leans...

Advisor Tech Talk (Week of 2/6/24)

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It was another busy week in advisor-facing wealth tech, with a few big names dropping interesting announcements.  In this week’s Advisor Tech...

ESG Investing in 2024: The Role of AI/ML

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Like it or not, in 2024, the financial landscape has been significantly reshaped by two key trends: the rise of ESG (Environmental, Social, and...

AI ILLUMINATIONS: Overcoming Fear of Automation

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IFFY.ai’s goal is to help businesses transform themselves into technology-powered ‘autonomous organizations,’ which are all about efficiencies, consistency, and greater experiences.

MARTECH MINUTES: Marketing Communications Policy Gaps – A Top Concern for Wealth Firms

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One of the most perplexing and persistent is managing marketing communication policy gaps. Marketing communications policies provide an outline or blueprint that guides all elements of communication.

Advisor Tech Talk (Week of 1/29/24)

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This week in advisor tech news, we have several big tech-oriented studies and research projects publishing, including T3’s annual advisor tech...

AI & Finance™: News for the Week Ending 2/2/24

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In this week’s 'AI & Finance' column, we have a lot of artificial intelligence-related news from the regtech, proptech, insuretech, martech and lendtech sectors...