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What To Watch is Very Confusing

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Financial markets dull? Business slow? Have a lot of "free time?" Certainly a lot of "free time" can cause a lot of angst and...

Confusing & Complicated Markets. Thank Goodness for Vodka.

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Not during the day. Talking about the vodka. But, figuring out confusing, complicated financial markets and global events is an all day job. Then when...

AI & Finance™ | News for the Week Ending 3/1/24

Artificial intelligence implementation is moving at full speed ahead in several areas of the financial services industry, including insurance and banking, as can be...

AI & Finance™ | News for the Week Ending 2/16/24

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Most advisors probably have yet to use generative artificial intelligence in their day-to-day work experience—in fact, in a recent survey from Totumai and 8...

AI & Finance™ Announcement

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Publisher's Note: Friends, we're launching a new media brand called AI & Finance™, and the weekly column you're reading below (originally published on 1/24/24)...

Advisor Tech Talk (Week of 1/23/24)

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There is a particularly long list of wealth tech headlines for this week’s edition of Advisor Tech Talk, and it’s not...

AI ILLUMINATIONS: How to Solve for Automation BEYOND Traditional RPA

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The idea that ‘machines’ could mimic human actions in the back-office became a reality a few years back. That is when Robotic Process Automation (RPA) emerged in the Wealth industry.

The Week in Digital Wealth (11/6/23)

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Happy new month (in arrears). Cloud-based products are in fashion, coupled with AI-focused additions and solutions. TS Imagine extended its compliance solutions with a few additions. EquiLend...

If Artificial Intelligence Is So Smart………….?

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Next big thing? Game changing? AI, or artificial intelligence, will either revolutionize the world or be so dangerous it will destroy the world. Big...

WEALTHTECH INSIDER: How Inflation May Change the World & What Investors Can Do About...

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“Inflation is not a problem for our time, it is a problem for all time,” said Michael Ashton on a recent podcast hosted by Rusty Vanneman of Orion Portfolio Solutions.