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Advisor Tech Talk (Week of 12/19/23)
Cold rain and snow are making their way across the country in this mid-December week, but advisor technology news sure is...
AI In Finance, Part 2: Chatbots and the Client Experience
This week we continue with part 2 of our five-part series, where we explore how artificial intelligence (AI) enhances the client experience by creating...
Advisor Tech Talk (Week of 12/11/23)
It’s not the calm before the storm, it’s really the storm before the calm.
Yes, it’s actually been quite a year for...
STANDARD DEVIATIONS PODCAST: Dr. Ali McCarthy – Doubling Your Business with Emotional Intelligence
This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Dr. Ali McCarthy.
Ali is a corporate marketing advisor who...
AI In Finance, Part 1: Harnessing the Power of Artificial Intelligence in the Finance...
This week we begin a new 5-part series for the month of December on artificial intelligence within the financial sector and four leading use...
The Week in Digital Wealth (12/4/23)
Happy new month!
Just how deep does the AI rabbit hole go?
Nobody knows.
Every solution and product is most likely automated or has integrations.
That said, Bloomberg...
The Week in Digital Wealth (11/27/23)
Business continued in full swing despite the holiday buzz.
Regnology and Moodys unveiled a partnership, while eToro revealed a new portfolio focused on natural disaster...
Advisor Tech Talk (Week of 11/28/23)
It’s all about the apps.
Welcome to another week of advisor tech headlines—being the week after a federal holiday, we’re a little...
The Week in Digital Wealth (11/20/23)
Happy Thanksgiving week!
Automation is the new buzzword that rubs off everything as the holidays approach.
That said, Bloomberg is shuttering a key index next year.
NASDAQ...
Advisor Tech Talk (Week of 11/21/23)
In this week’s advisor tech talk, wealth tech executives are on the move.
Competent leaders often play musical chairs with different C-Suite...