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Advisor Tech Talk (Week of 6/18/24)
It’s probably not happening in 2024, and thus, advisors should breathe a sigh of relief.
As consumers continue to explore fintech and...
DWN Publisher Notes For 6/12/24
Friends, we had an amazing trip to TX (except for the Nvidia stock split, but that's a diff story), and now we're back at it! Meanwhile the TX Stock Exchange was announced and it seems like fintech & AI keep rolling, despite ongoing geopolitical uncertainty...READ UP!
Advisor Tech Talk (Week of 6/11/24)
Fifteen years ago an Old El Paso commercial about whether a family should eat hard or soft tacos became a lasting...
FINTECH VIEWS: The Tech Integration Evolution in Wealth Management
As industry watchers have focused on the headline-inducing developments in wealth management – consolidation, private equity, breakaway advisors, the cost of capital – a...
DWN Publisher Notes For 4/24/24
Friends, this week we celebrate the second cohort of wealthtech accelerator The Founders Arena. Our industry needs advocates like this to help mentor growing companies! Meanwhile, you'll find all the latest wealthtech, defi, fintech and VC deal news right here! READ UP!
Advisor Tech Talk (Week of 4/22/24)
The biggest advisor tech news this week is not among our list of headlines.
Because this news did not come from a...
Advisor Tech Talk (Week of 2/6/24)
It was another busy week in advisor-facing wealth tech, with a few big names dropping interesting announcements.
In this week’s Advisor Tech...
Advisor Tech Talk (Week of 1/29/24)
This week in advisor tech news, we have several big tech-oriented studies and research projects publishing, including T3’s annual advisor tech...
AI & Finance™: News for the Week Ending 2/2/24
In this week’s 'AI & Finance' column, we have a lot of artificial intelligence-related news from the regtech, proptech, insuretech, martech and lendtech sectors...
INTELLIGENCE FOR GROWTH: For AI-Driven Marketing Automation, Integrations Are Key
Any well-built technology is only as good as the information that an advisory firm feeds it. For an AI-driven marketing automation platform, that fuel is fed via integrations, said AJ Boury, Clout by TIFIN’s CMO.