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MARTECH MINUTES: How to Circumvent Client Communication Breakdowns
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
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,...
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...
AI EDUCATION: What Is Perplexity?
Each week we find a new topic for our readers to learn about in our AI Education column.
This week we were inspired by a conversation with...
AI REGS & RISK: AI Unleashed – Moving Markets and other Unintended Consequences
By Greg Woolf, AI RegRisk Think Tank
Picture this: It's the year 2030. A top wealth management firm rolls out an AI trading algorithm that...
Advisor Tech Talk (Week of 6/25/24)
Even during a holiday week, there were plenty of wealth management headlines to report.
Sure, Juneteenth is relatively new as a federal...
MARTECH MINUTES: 7 Signs Your Marketing Technology is Failing You
Effective martech can enhance your marketing efficiency, but as the industry evolves, it may be time to replace & update your martech stack. Here's seven red flags that signal it's time to replace your Martech stack.
AI & Finance™ | News for the Week Ending 6/21/24
We are now more than 19 months from generative AI surging into the public consciousness in a major way with the initial launch of...
AI EDUCATION: What Is “AI STEVE”?
Each week we find a new topic for our readers to learn about in our AI Education column.
This week we find inspiration in, of all things,...
Decentralized Diaries for the Week of 6/18/24
Industry ups and downs continued as simmering regulatory actions showed a slight slowdown. That said, safety is (still) an issue with rising security concerns.
The...