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AI & Finance™ | News for the Week Ending 3/1/24
Artificial intelligence implementation is moving at full speed ahead in several areas of the financial services industry, including insurance and banking, as can be...
The Week in Digital Wealth (2/26/24)
As winter continued hitting (everyone) hard, the digital wealth sector resumed in full swing, providing launches and partnerships as a mainstay.
That said, Cboe...
AI & Finance™ | News for the Week Ending 2/23/24
We like to say that artificial intelligence is going to have a big impact on the financial industry—but that we may be some time...
DWN Publisher Notes For 2/13/24
Friends, it's a week for lovers, and we LOVE the content we've lined up for you here, including a look at looming black swan events, a new crypto offering for advisors and more. Happy Valentine's Day to you and yours! READ UP!!
Advisor Tech Talk (Week of 2/13/24)
Wealth technology is continuing to evolve, and we’re here to help you decipher it.
Of course it was another busy week in...
The Week in Digital Wealth (2/12/24)
The industry has settled down (a bit), with the AI conversation taking center stage. By the way, you should check out our new AI...
REAL CLEAR CRYPTO: Understanding the Risks: Why Investing in Grayscale Grantor Trusts at a...
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
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
A lot is happening in the AI universe – so much that it doesn’t make sense for us to single out any particular piece...
MARTECH MINUTES: Tips for ‘Vetting’ an Advisor Communications Solution
A communications strategy has become crucial to modern business operations in the finance industry to streamline communications and campaigns, automate repetitive tasks, and make data-driven decisions.