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Decentralized Diaries for the Week of 7/30/24
Last week (ended) on a positive note for the industry, with regulatory approvals balancing out enforcement actions. Institutional adoption is rising, with scam risks...
Advisor Tech Talk (Week of 7/30/24)
Move over millennials, Gen Z is taking over—and in this edition of Advisor Tech Talk, we’ll take a moment to consider...
MARTECH MINUTES: Marketing Compliance in the Wealth Industry |5 Best Practices
Due to the industry's highly regulated nature, marketing efforts must adhere to strict compliance standards to ensure that all communications with the public are within legal and ethical boundaries.
AI & Finance™ | News for the Week Ending 7/26/24
Before we get to your financial artificial intelligence headlines in this week’s edition of AI & Finance, we should discuss the biggest technology news...
Genstar Capital Takes on Docupace
The back-office software provider Docupace has new financial partners. The Homel, New Jersey-based fintech firm announced a “strategic majority investment” from Genstar Capital, a...
MARTECH MINUTES: Why Advisor Marketing Starts with Investor-Focused Content
Investor-focused content is pivotal to resonating with current clients because it helps ensure that the advisor speaks directly to them, addresses their diverse needs, and helps guide their financial decisions.
The Week in Digital Wealth (7/23/24)
The usual launches continued alongside partnerships and integrations. Interestingly, compliance efforts by the government increased (slightly).
Headlines to take note of:
Bloomberg continued its automation...
Decentralized Diaries for the Week of 7/23/24
Industry regulatory enforcement actions continued to simmer down. Political influence in the crypto community is real. That said, settlements were in play.
The headlines:
Grayscale...
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...
AI REGS & RISK: AI and Data Privacy – The Modern Challenge
By Greg Woolf, AI RegRisk Think Tank
AI and Data Privacy is becoming a hot topic in the world of technology, finance and government. With...