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The Week in Digital Wealth (8/14/24)
Niche sectors ruled last week with evidence of improved and seamless innovation occurring. Fintech firms lowered the barriers to market entry, especially for several...
AI & Finance™ | News for the Week Ending 8/9/24
In a recent AI & Finance column, we discussed how artificial intelligence is transforming another professional realm, dentistry and orthodontics, and how those transformations...
AI & Finance™ | News for the Week Ending 8/2/24
As we’ve said many times before in AI & Finance, it seems like artificial intelligence is everywhere today, even in financial technology, but the...
Advisor Tech Talk (Week of 7/30/24)
Move over millennials, Gen Z is taking over—and in this edition of Advisor Tech Talk, we’ll take a moment to consider...
AI & Finance™ | News for the Week Ending 7/26/24
Before we get to your financial artificial intelligence headlines in this week’s edition of AI & Finance, we should discuss the biggest technology news...
Compliance Technology Firm Smarsh Strengthens Partnership with Verizon
Digital communications and compliance firm Smarsh has strengthened its 10-year partnership with Verizon by making it easier for Verizon customers that are required to...
DWN Publisher Notes For 7/10/24
Friends, we hope you got some vacay time in last week. We're currently hunkered down for a heat dome here in Montana. Meanwhile, we're reminded that with all the ongoing chaos in markets and politics, your mantra should be "Don't Worry, Be Happy"...READ UP!!
Advisor Tech Talk (Week of 7/9/24)
Another summer holiday week is in the books, but there’s still plenty to discuss in advisor technology—including two potentially industry-changing announcements.
One,...
AI & Finance™ | News for the Week Ending 7/5/24
Happy Independence Day and welcome to another busy edition of AI & Finance.
Today, before we get to our headlines, we’d like to introduce a...
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...