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AI & Finance™ | News for the Week Ending 7/5/24

Happy Independence Day and welcome to another busy edition of AI & Finance.  Today, before we get to our headlines, we’d like to introduce a...
zCindy-New

DWN Publisher Notes For 7/3/24

Friends, this week brings us the 4th of July and despite the truly bewildering politcal climate we're living in, I'm deeply grateful to be a citizen of this amazing country.  Wishing you and yours a wonderful 4th.....now onto all the most important news in digital wealth for this short week...

Decentralized Diaries for the Week of 7/2/24

Crypto adoption is growing, with critics and supporters cheering from the sidelines. That said, legislation within the states will play a pivotal role in...

Advisor Tech Talk (Week of 7/2/24)

Artificial intelligence is everywhere, but not everywhere in wealth management—yet.  In fact, as we frequently note in our weekly AI & Finance...

LESSONS IN POP CULTURE | Nathan’s Hot Dog Eating Contest

By Michael Partnow Lessons learned from the Nathan's Hot Dog Eating Contest: Find your niche no matter how obscure or different.  We each have our...

MARTECH MINUTES: How to Circumvent Client Communication Breakdowns

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Maintaining consistent client communication is imperative for solid relationships and attracting new business. According to Teresa Leno, CEO and Founder of Fresh Finance, clients may be unhappy with their advisors because they need more communication.

Stifel Independent Advisors Focuses on Female Leadership with Inaugural Women Owners’ Network Event

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Stifel Financial Corp. announced the launch of the Women Owners’ Network (WON), an initiative designed to empower female advisors and executives. This first-time event,...

Top 5 VC Deals of the Week in Fintech (7/1/24)

Automation, AI, what comes next? There isn't any industry that AI isn't impacting; AI touches everything from vision exams to robotics, mental...

Top 5 VC Deals of the Week in AI (6/28/24)

This week we continue our series on the top 5 VC-funded deals in AI. More big bucks rolling in for AI and this week four...

AI & Finance™ | News for the Week Ending 6/28/24

We write a lot about the positives and potential of artificial intelligence because it’s fun to envision the future and watch it unfold and...