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AI & Finance™ | News for the Week Ending 11/22/24

Here at AI & Finance, I believe that, week in and week out, we offer an editorial tableau that stands as a convincing argument...

The Taylor Market Report (11/19/24)

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BITCOIN BITCOIN BITCOIN. The biggest beneficiary of the new presidency appears to be bitcoin (crypto in general). At long last, regulatory relief is here. Additionally, Trump is very interested in creating a sovereign wealth fund that would invest in bitcoin.

Advisor Tech Talk (Week of 11/20/24)

It’s another week, and wealthtech is bigger and busier than ever before.  And if you think wealthtech is big—we'll refer you below...

Prudential Advisors and LPL Financial Set New Digital Benchmark in Wealth Management Collaboration

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In an industry-first move, Prudential Advisors, the retail arm of Prudential Financial, Inc. (NYSE: PRU), and LPL Financial (Nasdaq: LPLA) have completed their strategic...

AI & Finance™ | News for the Week Ending 11/15/24

The hits keep coming, don’t they?  November may be the cruelest month for an artificial intelligence and financial technology journalist, because there’s so much going...

AI EDUCATION: What Is a Chatbot (and Could It Kill Me)?

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Each week we find a new topic for our readers to learn about in our AI Education column.  This week in AI Education we’re going to...

FINTECH VIEWS: Firms and Advisors Serving UHNW Investors Have No Room for Error When...

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By Brian Weiner, Family Office Resource Group Businesses spend billions of dollars on marketing each year to, in part, build and maintain authentic connections with...

Would Have, Could Have, Should Have

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It's over. It's done. What is it? The U.S. election. No matter which way you voted, you have to be extremely happy it's over....

FINTECH VIEWS: Driving “tru” Transformational Growth for Independent RIAs

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The constant search for size and scale among independent wealth management enterprises has some financial advisors questioning whether bigger is indeed better – especially...

Decentralized Diaries for the Week of 11/12/24

The recently concluded elections showed the crypto industry's new outlook as the sector took center stage in ongoing conversations and choices voters made. Implementing...