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Money Management Institute Launches Program for NexGen Investment Professionals
The Money Management Institute (MMI) has launched a three-week development program called Academy for investment professionals in the early stages of their careers. Academy...
WEALTHTECH 3.0: R is for Revenue | Essentials for a WealthTech Startup
Our conversation with Pamela Cytron, President of The Founders Arena, sheds light on why early revenue, rather than sole reliance on venture capital, is crucial for startups in the wealthtech sector
AI & Finance™ | News for the Week Ending 3/1/24
Artificial intelligence implementation is moving at full speed ahead in several areas of the financial services industry, including insurance and banking, as can be...
Decentralized Diaries for the Week of 2/26/24
Has the cryptospace (finally) matured to become a mom-and-pop thing?
We would have to wait and see about that, with topsy-turvy events keeping things...
Advisor Tech Talk (Week of 2/27/24)
Financial markets have boomed to start 2024, and the wealthtech universe is growing apace.
This week brings a mixed bag of advisor...
Diversify Advisor Network Announces Kevin Bendix as Chief Legal Officer
Kevin Bendix has joined independent wealth management firm Diversify Advisor Network as Chief Legal Officer. According to a press release issued by the firm,...
AI & Finance™ | News for the Week Ending 2/23/24
We like to say that artificial intelligence is going to have a big impact on the financial industry—but that we may be some time...
Decentralized Diaries for the Week of 2/19/24
All hell is loose for CZ...
It seems that way (for now).
That said, (it seems) the Senators at the Virginia Capitol think crypto (really)...
FreshFinance & ReachStack Partner to Offer Improved Advisor Communications
Fresh Finance and ReachStack recently announced a partnership to integrate a new layer of analytics, AI, and intelligence into their next generation of digital...
Advisor Tech Talk (Week of 2/13/24)
Wealth technology is continuing to evolve, and we’re here to help you decipher it.
Of course it was another busy week in...