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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...
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...
AI FORECASTING REPORT: The Reality, Part 2
At this point in its genesis, AI is in relative infancy and human experience and judgment still trumps AI systems.
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)...
The Week in Digital Wealth (2/20/24)
Happy President's Day!
The industry continued in its stride post-valentine, with partnerships and new product launches.
That said, State Street's ETF solution is available...
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...
Decentralized Diaries for the Week of 2/12/24
How far can things explode in the cryptospace?
That's a question for another day because prices are going through the roof despite regulatory pressures;
...
MARTECH MINUTES: A Vendor’s View – ‘FINRA Reviewed’ vs. ‘Compliance Reviewed’
As industry compliance and marketing professionals recognize, Rule 2210 aims to ensure that all marketing materials are fair, accurate, and not misleading.
The Week in Digital Wealth (2/12/24)
The industry has settled down (a bit), with the AI conversation taking center stage. By the way, you should check out our new AI...
AI & Finance™ | News for the Week Ending 2/16/24
Most advisors probably have yet to use generative artificial intelligence in their day-to-day work experience—in fact, in a recent survey from Totumai and 8...