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MARTECH MINUTES: How to Infuse Financial Education into Your Practice
One of a financial professional's most critical roles is to aid in their clients' financial empowerment. Here are some ways to infuse financial education into your wealth practice.
Advisor Tech Talk (Week of 4/1/24)
Today’s Advisor Tech Talk should stand as an example of the momentum behind wealth management technology.
See, it being “spring break” week...
Top 5 VC Deals of the Week in AI (3/29/24)
What an incredibly diverse group of companies (and categories) make up our top 5 venture-funded AI deals for the past week.
And btw, this week...
AI & Finance™ | News for the Week Ending 3/29/24
While it’s true that the introduction of artificial intelligence into every area of human activity—including our financial lives—will bring new vulnerabilities and risks to...
The Week in Digital Wealth (3/25/24)
This past week the partnerships and collaborations continued focusing on users as technology foundations continued improving in the digital wealth sector. Market glitches occurred...
Advisor Tech Talk (Week of 3/25/24)
There’s a lot of money in motion in 2024, and it’s not just in mergers and acquisitions or retirement rollovers.
No, this...
AI & Finance™ | News for the Week Ending 3/22/24
We try to cast a broad net when unearthing the latest and greatest financial artificial intelligence news each week—but as the weeks progress, we’re...
Advisor Tech Talk (Week of 3/18/24)
Yes, AI might be responsible for the hottest news in the advisor tech universe, but blockchain, cloud and conventional roboadvisors still...
The Week in Digital Wealth (3/18/24)
The interconnectedness of technologies in the industry is not a new occurrence.
Things heated up this time! One cannot (really) tell where one technology starts...
AI & Finance™ | News for the Week Ending 3/15/24
Artificial intelligence has the ability to help transform the way people live—financially speaking, it’s already subtly changing the way we earn, spend, save and...