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AI & Finance™ | News for the Week Ending 5/10/24
We’re coming up on the four-month anniversary for AI & Finance™, but it seems like we’ve been writing about the artificial intelligence revolution brewing...
DWN Publisher Notes For 5/8/24
Friends, we like to deliver the news - just the news - on the finserv technology industry, and then pepper it with some solid thought leadership. But every now and then, we'll also lthrow in a jolt - akin to a cold shower - like our Gray/Black Swan piece this week - just to make sure you're awake. READ UP!!
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...
The Week in Digital Wealth (5/6/24)
Things continued (as usual) with the industry taking on AI expansions and integrations. That said, other integrations were (also) in play, while compliance remained...
Decentralized Diaries for the Week of 5/6/24
This period marks a significant shift in the cryptocurrency industry, with the departure of influential figures who once seemed invincible.
The landscape is evolving,...
MARTECH MINUTES: How to Grow AUM – Internal Advisor Marketing Departments
With the model of advisor marketing services woven into the company's culture, having a suite of marketing tools readily available and a team that supports them is attractive to advisors looking to transition.
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...
AI REGS & RISK: Industry-wide Insights on AI
By Greg Woolf, AI RegRisk Think Tank
We recently moderated a roundtable at an AI for Executives conference focused on executive-level implications of AI adoption,...
The Taylor Market Report (4/30/24)
I love BITCOIN and ETH and have for a very long time. Long term holder. BUT, now is not the time to be in BTC or ETH. Lighten up or be out. Things are getting nasty. I just can't be short, so I am neutral.
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...