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The Week in Digital Wealth (8/27/24)
Partnerships ruled last week, with innovation-focused collaborations taking center stage. Use cases expanded and light touch regulatory action thrived.
Headlines to take note of:
The...
Decentralized Diaries for the Week of 8/27/24
Governments continued to exert their influence(s) on the industry, with increasing adoption despite bad actors showing up. Stablecoins are improving the odds of adoption,...
AI & Finance™ | News for the Week Ending 8/23/24
Artificial intelligence is big now, but it’s going to get bigger.
I guess we could start out every week’s AI & Finance by saying that,...
Advisor Tech Talk (Week of 8/21/24)
Digital natives expect to be served with technology and usually like technology to be part of every touch-point they have with...
The Week in Digital Wealth (8/20/24)
Last week was a mix of several things blending. Notably, integrations returned and utility continued to thrive.
Headlines to take note of:
The OCC added...
Decentralized Diaries for the Week of 8/20/24
Innovation continued to thrive in the industry, with bad actors taking their moves to new lows. Regulatory actions remained tight, with rising institutional interest.
The...
FINTECH VIEWS: How Highly Successful Advisors Drive Organic Growth
By: Penny Phillips, President, Partner, Journey Strategic Wealth
How many times have we heard that advisors aren’t growing?
Year in and year out we hear the...
MARTECH MINUTES: The Pros and Cons of Online Advisor Review Sites
Teresa Leno, CEO of Fresh Finance, says that while online reviews can benefit advisors and wealth organizations in many ways, there are also potential drawbacks to consider.
AI & Finance™ | News for the Week Ending 8/16/24
This week in AI and Finance we have to ask a question—though we acknowledge that we might be asking it prematurely:
Where are all the...
AI REGS & RISK: Controversy Around California AI Regulations (SB 1047)
By Greg Woolf, AI RegRisk Think Tank
California, often at the forefront of technological innovation, is now at the center of a heated debate over...