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Advisor Tech Talk (Week of 5/27/24)

Every time we take a break from talking about the promise of future, we have a chance to discover how the...

AI & Finance™ | News for the Week Ending 5/24/24

Artificial intelligence in finance is going to change the way we think about and work with money—some of those changes will come quickly, others...

AI EDUCATION: What is Snapdragon AI?

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Each week we find a new topic for our readers to learn about in our AI Education column.  This week, we're delving into Snapdragon,...

What IF………….IF Happens?

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We all do it. Probably every day too. You think of something, see something or dream of something and what if......it actually happened? OMG!...

Advisor Tech Talk (Week of 5/20/24)

Technology’s proliferation into wealth management is often viewed from a user experience perspective—we think of technology creative a better client or...

The Week in Digital Wealth (5/20/24)

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The industry continued its cross-partnerships with end users as the focus. This time, though, the AI conversation continued, with vertical integrations occurring everywhere. Headlines to...

FINTECH VIEWS: The Tech Integration Evolution in Wealth Management

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As industry watchers have focused on the headline-inducing developments in wealth management – consolidation, private equity, breakaway advisors, the cost of capital – a...

How TIFIN AG Is Helping Wealth Enterprises Drive Net New Asset Growth From Their...

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At its core, TIFIN AG exists to bring more people into the world of financial advice. We achieve this by creating machine learning models that generate insights, signals, and intelligence to help wealth enterprises grow faster.

AI EDUCATION: What is Google AI?

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We imagine that headline got your attention.  If you don't know who Google is by now, you've been living under a rock INSIDE of...

AI & Finance™ | News for the Week Ending 5/17/24

With artificial intelligence in finance, technology is no longer a path out of the pitfalls of money behaviors.  Over the past half century, the financial...