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Advisor Tech Talk (Week of 9/17/24)
While we still have a few days in astronomical summer to sort through, for all intents and purposes, summer is over...
AI & Finance™ | News for the Week Ending 9/13/24
Even as a wave of institutions and businesses are embracing artificial intelligence, speedbumps remain to the technology’s proliferation. In this week’s AI & Finance...
Top 5 VC Deals of the Week in AI (9/6/24)
This week we continue our series on the top 5 VC-funded deals in AI.
This past week for the first time in a while we...
Advisor Tech Talk (Week of 9/3/24)
In last week’s roundup of wealth management technology news, we discussed a prominent financial advisor’s recent reading of U.S. Census and...
AI EDUCATION: What Is a Data Center?
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 visit...
WEALTHTECH 3.0: What’s in a Name? For WealthTech and AI, It’s All About Purpose
In our recent interview, Pamela Cytron, President of The Founders Arena WealthTech Accelerator, shared her insights on the varied interpretations of AI among startups within the wealth tech industry
Advisor Tech Talk (Week of 8/28/24)
Financial advisor guru and self-declared nerd Michael Kitces made a not-so-bold assertion in a recently published report: The pool of desirable clients...
Top 5 VC Deals of the Week in Fintech (8/19/24)
A battle to the end....
As the summer heat continues, deals reveal competitors are battling to fund startups or embed themselves in...
MARTECH MINUTES: Marketing Communication Policy Gaps – A Recipe for FINRA Fines
Marketing communications policies must define advisors' client and prospect interaction protocols, which FINRA considers marketing communications with the public.
Top 5 VC Deals of the Week in Fintech (8/5/24)
AI in flavors to suit everyone's taste...
Enterprise AI, genAI, Cognition AI, and whatever flavor of AI you prefer are out there...