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Advisor Tech Talk (Week of 5/6/24)
There’s nothing like a good surprise to keep us humble and ready to learn, and there’s a nice surprise embedded in...
Using Tech to Connect to Your Clients’ Kids and Grandkids
By Tanya Van Court is CEO & Founder of Goalsetter
Fueled by a passion for technology, I charted my early career in Silicon Valley when...
AI & Finance™ | News for the Week Ending 5/3/24
Is AI in a Bubble?
Any time an emerging technology captivates consumer attention and generates tremendous amounts of investor excitement, market watchdogs begin to ask...
FusionIQ Introduces FIQ Freedom for Breakaway Advisors
FusionIQ, a provider of cloud-based wealth management solutions, recently launched FIQ Freedom on the FusionIQ One platform. FIQ Freedom was created to provide advisors...
Advisor Tech Talk (Week of 4/29/24)
Advisor technology continued to progress this week with a squall of people moves as fintechs and traditional wealth management firms made...
Marketing Matters: The Evolution of Third-Party Solutions Providers in an Evolving Ecosystem
Third-party, digitally-enabled marketing solutions focused on driving lead gen for independent financial advisors continue to proliferate, and small wonder. Effectively identifying and converting prospective...
AI EDUCATION: What is AI Insurance?
Publisher's Note: In this brave new world that has emerged as generative AI has become more mainstream, guess what? The bad guys and the...
AI & Finance™ | News for the Week Ending 4/26/24
In yet another busy week for financial AI, a clear pattern emerged: Insurtech, or technology used by the insurance industry and insurance consumers, is...
Advisor Tech Talk (Week of 4/22/24)
The biggest advisor tech news this week is not among our list of headlines.
Because this news did not come from a...
The Founders Arena Unveils Startups Participating in Second Annual WealthTech Accelerator
The Founders Arena WealthTech Accelerator has announced the selection of the next cohort of companies that will be joining its second global accelerator program beginning April 22, 2024.