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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...
Decentralized Diaries for the Week of 6/4/24
Legislation had twists and turns, with the Federal Government giving little indication of its (proper) intentions. That did not stop some government agencies from...
DWN Publisher Notes For 6/5/24
Friends, we're traveling this week to the Dallas area, but the newsletter & website are still chock full of great news & industry info plus insight into the dark side of AI & a look at the latest cohort from wealthtech accelerator The Founders Arena...READ UP!!
MARTECH MINUTES: Delivering on Client Expectations
Client expectations have dramatically changed over the past few years. Marketing professionals are now responsible for demonstrating how the organization and its advisors aim to improve a client's financial wellness.
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...
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...
AI & Finance™ | News for the Week Ending 5/31/24
When technology moves as quickly as artifical intelligence in finance has over recent months, it begins stretching and distorting our civic and cultural codes...
MARTECH MINUTES: How Financial Education Helps Grow AUM
For financial advisors, a significant reason clients leave their advisors and seek new ones is a need for more communication, namely, financial education.