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FINTECH VIEWS: Artificial Intelligence is Transforming Wealth and Asset Management

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By John Sweeney, President, AlphaTrAI “The companies that succeed … will be those that most effectively use AI.   If you’re making maximum use of AI,...

Advisor Tech Talk (Week of 7/2/24)

Artificial intelligence is everywhere, but not everywhere in wealth management—yet.  In fact, as we frequently note in our weekly AI & Finance...

Advisor Tech Talk (Week of 5/20/24)

Technology’s proliferation into wealth management is often viewed from a user experience perspective—we think of technology creative a better client or...

Decentralized Diaries for the Week of 5/20/24

Things seemed settled, with the (usual) exits and rebounds confirming (some) stability. State-level adoption improved, with rising interest, and bankruptcy resolutions moved forward.  The headlines: ...

AI & Finance™ | News for the Week Ending 5/17/24

With artificial intelligence in finance, technology is no longer a path out of the pitfalls of money behaviors.  Over the past half century, the financial...

Advisor Tech Talk (Week of 5/13/24)

There’s nothing like a little confirmation to restore your pride, and among this week’s advisor tech headlines is a survey cementing...

AI EDUCATION: What is AI Insurance?

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Publisher's Note: In this brave new world that has emerged as generative AI has become more mainstream, guess what?  The bad guys and the...

Advisor Tech Talk (Week of 4/15/24)

Out of the very extensive list of headlines in this week’s roundup of advisor tech news, one item stands out as...

Advisor Tech Talk (Week of 4/8/24)

It’s past time to put one of the ongoing advisor technology debates to bed.  For nearly 15 years, advisors and the workers...

AI & Finance™ | News for the Week Ending 4/5/24

Whenever a new technology emerges into any labor-intensive economic sector, a battle of futurists results.   On one side are the technological utopians who imagine...