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DWN ROUNDTABLES: Agentic AI – Great Expectations Amid Expected Apprehension
For RIAs of all sizes, how successful agentic AI is in building efficiencies and driving growth for stakeholders is where the rubber will meet the road.
Advisor Tech Talk (Week of 4/8/25)
Welcome to another busy week of wealthtech headlines—and despite what’s happening in financial markets around the world in recent days, we...
The Week in Digital Wealth (3/24/25)
College basketball didn't stop the innovations from coming fast and hard. Then again, Spring is in the air with all the blessings it brings...
Advisor Tech Talk (Week of 3/25/25)
It’s kind of a hard time to be an abbreviation or an acronym.
This week, again, we have a lot to talk...
Advisor Tech Talk (Week of 3/17/25)
Well, it happened again, and it’s becoming difficult not to see this as a pattern—just from an eyeballs perspective, wealthtech news...
AI REGS & RISKS: Self-Regulating AI
By Greg Woolf, AI RegRisk Think Tank
The current urgency to surpass China in the ongoing AI arms race has shifted regulatory conversations to the...
DWN ROUNDTABLES: Securing Cyberspace – How Advisory Firms Can Combat Vulnerabilities
Executives tasked with ensuring their firms are operating within a safe and compliant environment have a unique perspective on how to assess and address the challenges associated with evolving cyber threats.
The Week in Digital Wealth (1/28/25)
Innovation continued to rule the sector, with light touch regulation resuming pace as integrations and deployments dictated the pace of events.
Headlines to take note...
Advisor Tech Talk (Week of 1/29/25)
Hello and welcome to yet another very busy edition of Advisor Tech Talk. Despite a truncated week, due to sifting through...
FusionIQ appoints Sloan Shanahan as Chief Revenue Officer
Wealthtech provider FusionIQ announced key leadership appointments in 2024 to support its continued growth and market innovation. In December, Sloan Shanahan was named Chief...