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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

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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

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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

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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?

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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...