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Advisor Tech Talk (Week of 3/11/24)
As fintech continues to proliferate and transforms the wealth management landscape, advisors are engaged in not one, but multiple arms races.
The...
The Week in Digital Wealth (3/11/24)
Data Data Data!
Data (it seems) is the new industry buzzword, with automated solutions providing a context for several use cases. Meanswile, AI continued to...
REAL CLEAR CRYPTO: The “Distraction” of Bitcoin as a Currency
Just like our ancestors used precious metals & real estate to store wealth, the modern generation has found a new avenue - Bitcoin. Michael Saylor has suggested that BTC might serve as an efficient wealth store for many.
Advisor Tech Talk (Week of 3/04/24)
News from big fintechs bolsters another busy lineup of advisor technology headlines for this week, with announcements from the likes of...
The Week in Digital Wealth (3/4/24)
Happy New Month!
Product updates aren't new, but they surely made a difference this past week. Credit unions were also on the go and instant...
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...
Advisor Tech Talk (Week of 2/27/24)
Financial markets have boomed to start 2024, and the wealthtech universe is growing apace.
This week brings a mixed bag of advisor...
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...
Advisor Tech Talk (Week of 2/20/24)
In today’s wealth technology update, the dis-intermediators are making a splash.
I think most of our readers anticipate—or dread—the day when disintermediating...