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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...
AI & Finance™ | News for the Week Ending 7/19/24
Not everything about the adoption of artificial intelligence in the financial industry is going to be a net positive for the world.
Let’s dig into...
FINTECH VIEWS: If You Think You’re Protected From Cyber Attacks…Think Again
According to the U.S. Internet Crime Complaint Center, cybercrime results in more than $12 billion per year in damages in America alone. The finance...
MARTECH MINUTES: How Investor Acquisition Starts with Financial Education
Since every investor has different financial objectives, risk appetites, and investment preferences, the starting point in acquiring them begins with imparting financial education.
The Week in Digital Wealth (7/16/24)
Collaborations continued to play a key factor in the industry, with new use cases taking center stage. Regulators played their role, this time from...
Decentralized Diaries for the Week of 7/16/24
The industry got (some) breathing space from regulators, giving room for a recuperation period, with recent political events dictating the pace of things. There...
Advisor Tech Talk (Week of 7/16/24)
What a huge news week. Even in the realm of wealth technology, there was a lot going on.
Of course, the biggest...
AI & Finance™ | News for the Week Ending 7/12/24
There’s still plenty of financial artificial intelligence news to report, but we’re going to start this week’s AI & Finance with a confession of...
FINTECH VIEWS: Could Risk Tolerance Technology Be the Key to Stronger Client Relationships?
Prominent industry juggernauts are bringing risk tolerance squarely into the financial planning conversation from its prior position as a compliance afterthought.
FINTECH VIEWS: Salesforce Integration – Harnessing the Power of Wealthtech
Relationships are central to a successful wealth management experience. That reality extends beyond the advisor/client relationship to how technologies interact with each other within an enterprise.