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The Week in Digital Wealth (9/3/24)

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Product launches were a thing last week, with integrations providing faster access and ease of use. Regulatory actions were heavy-handed with fines, but the...

MARTECH MINUTES: 5 Ways AI is Set to Impact Wealth Industry Content Marketing

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Artificial intelligence (AI) is transforming various industry sectors, including wealth management and marketing communications. AI has significantly enhanced the efficiency and effectiveness of marcom strategies.

AI REGS & RISK: Controversial US Regulation of AI is Gaining Momentum

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By Greg Woolf, AI RegRisk Think Tank The controversy surrounding California’s SB 1047 and its attempt to regulate AI is gaining steam—from both supporters and...

AI & Finance™ | News for the Week Ending 8/30/24

Occasionally we like to take in some of the counterprogramming on artificial intelligence, so this week to lead of AI and Finance we’re going...

The Taylor Market Report (8/27/24)

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Big call here. Down on the year. If you can't bring yourself to be short, be OUT. The stock market is breathing carbon monoxide. Soon to be much lower. It's gonna get really nasty next month. WHEN MARKETS GO DOWN, ADVISORS TELL YOU NOT TO PANIC. THE BEST WAY TO NOT PANIC IS TO BE OUT BEFORE MARKETS GO DOWN.

MARTECH MINUTES: New CRA Rules in Effect: Financial Literacy Training for Bank Customers

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Banking institutions must stay abreast of compliance requirements in an ever-evolving regulatory landscape, and a recent change is the new Community Reinvestment Act (CRA) rules regarding financial literacy.

Advisor Tech Talk (Week of 8/28/24)

Financial advisor guru and self-declared nerd Michael Kitces made a not-so-bold assertion in a recently published report: The pool of desirable clients...

AI & Finance™ | News for the Week Ending 8/23/24

Artificial intelligence is big now, but it’s going to get bigger.  I guess we could start out every week’s AI & Finance by saying that,...

FINTECH VIEWS: Securing Cyberspace: How Advisory Firms Can Combat Vulnerabilities

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As the July 2024 CrowdStrike outage reinforced, cyber incidents can be devastating whether they originate with a bad actor or not. That’s why, across...

DOUBLING DOWN: Could Bitcoin Be Today’s Version of the 1980 Silver Bust?

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That's right. I'm doubling down on my last week's article. Why? Well, number one, it's a great article (IMO) and it may very well...