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Advisor Tech Talk (Week of 7/23/24)
There was quite a bit of financial advisor-related wealth tech news this week, but to start out this edition of Advisor...
Top 5 VC Deals of the Week in Fintech (7/22/24)
A Hot mess
The headlines about failure on MS systems (with 'flare') keep coming. Worldwide outages are exposing issues with software updates....
AI & Finance™ | News for the Week Ending 7/19/24
Not everything about the adoption of artificial intelligence in the financial industry is going to be a net positive for the world.
Let’s dig into...
FINTECH VIEWS: Artificial Intelligence is Transforming Wealth and Asset Management
By John Sweeney, President, AlphaTrAI
“The companies that succeed … will be those that most effectively use AI. If you’re making maximum use of AI,...
MARTECH MINUTES: How Investor Acquisition Starts with Financial Education
Since every investor has different financial objectives, risk appetites, and investment preferences, the starting point in acquiring them begins with imparting financial education.
Advisor Tech Talk (Week of 7/16/24)
What a huge news week. Even in the realm of wealth technology, there was a lot going on.
Of course, the biggest...
Top 5 VC Deals of the Week in Fintech (7/15/24)
B.C., A.D., AI?
In historical dating, keeping track of significant events on the evolutionary timeline has for centuries fallen into two categories:...
AI & Finance™ | News for the Week Ending 7/12/24
There’s still plenty of financial artificial intelligence news to report, but we’re going to start this week’s AI & Finance with a confession of...
AI ILLUMINATIONS: The Gen Z Job Candidate – Seeking Purpose and Fueling Passions
DWN recently interviewed Michael Partnow at JIFFY.ai about Gen Z job seekers and their requirements when looking for work—a job with a purpose that fuels their creative passions.
FINTECH VIEWS: Leadership 101 – Is Mastery of Digital Solutions a Prerequisite?
Empowering others to succeed is the essence of leadership. For asset managers and investment professionals in—or near—the C-suite at their firms, this mandate extends...