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Decentralized Diaries for the Week of 8/6/24
Things continued to look up, with regulatory issues (slightly) decreasing. Adoption continued to improve amid (rising) scams.
The headlines:
The SEC let go of Solana...
FINTECH VIEWS: Four Keys to Succession Planning for Family Businesses
By Joseph N. Filosa, CFP® Financial Advisor, Principal, Opal Wealth Advisors
Recent research from PwC indicates that nearly two-thirds of family businesses don’t have a...
PreciseFP’s New Referral Program Wants More Advisors in the Fast Lane
Client engagement and data-gathering software PreciseFP is launching a peer referral program. Announced this week, the initiative seeks to harness the power of community-driven...
AI & Finance™ | News for the Week Ending 8/2/24
As we’ve said many times before in AI & Finance, it seems like artificial intelligence is everywhere today, even in financial technology, but the...
Who’s On First? Or, Who’s In Charge?
Humor becomes reality. Some things are really humorous (hilarious) and some things are sadly humorous. Since it's summer and generally a slow time in...
The Week in Digital Wealth (7/30/24)
Hot summer came with a few moves from the regulators alongside earnings season for the first half of 2024. Consumers were (once) again in...
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...
AI EDUCATION: Are You Ready to Meet Your Digital Twin?
Each week we find a new topic for our readers to learn about in our AI Education column.
Part of the power of artificial intelligence technology is...
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...