Home Search
ncr - search results
If you're not happy with the results, please do another search
Advisor Tech Talk (Week of 6/11/24)
Fifteen years ago an Old El Paso commercial about whether a family should eat hard or soft tacos became a lasting...
AI & Finance™ | News for the Week Ending 6/7/24
Months after launching AI and Finance, the world is still in the extremely early stages of integrating artificial intelligence technology with the financial services...
AI EDUCATION: What is Voice Cloning?
Each week we find a new topic for our readers to learn about in our AI Education column.
This week, we are looking into...
The Week in Digital Wealth (6/4/24)
Last week, there was a marked shift towards innovation, with ideas taking over the space. That said, there were higher cases of regulation which...
WEALTHTECH 3.0: Going Beyond the Tech
While traditional 'branding' is a familiar concept, building a personal brand for the founder and key team members is a distinct endeavor and extends beyond the company and the logo, beginning with integrity.
Advisor Tech Talk (Week of 6/4/24)
The 100,000th Certified Financial Planner has been named, and she’s a 31-year-old millennial woman from Bedminster, N.J. named Simone Lee—a second-generation...
FINTECH VIEWS: Digital Marketing Best Practices for Financial Advisors
Today’s financial advisors need to cut through the clutter and set themselves apart from the competition. To do so, they must go beyond occasional...
MMI Executive IQ Capstone Innovation Project Develop Solutions
The Money Management Institute (MMI) announced the 2024 finalists and winners of the organization’s Executive IQ Capstone Innovation Project. The final project of the...
SLK Private Wealth Brings $300 Million Team to Sanctuary Wealth Network
SLK Private Wealth, a Sanctuary Wealth partner firm, has added Los Angeles-based advisors Adam Weinstock, CFP® and Eleanor Weinstock to the practice. The team...
AI REGS & RISK: The Dark Side of AI, Part 2 – Open Foundation...
By Greg Woolf, AI RegRisk Think Tank
Welcome back to the dark side of AI! In our last column, we discussed the high-level global risks...