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AI FORECASTING REPORT: The Reality, Part 2

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At this point in its genesis, AI is in relative infancy and human experience and judgment still trumps AI systems.

AI & Finance™ | News for the Week Ending 2/9/24

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A lot is happening in the AI universe – so much that it doesn’t make sense for us to single out any particular piece...

ESG Investing in 2024: The Role of AI/ML

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Like it or not, in 2024, the financial landscape has been significantly reshaped by two key trends: the rise of ESG (Environmental, Social, and...

MARTECH MINUTES: AI in Marketing Communications: Friend or Foe?

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Artificial Intelligence (AI) is significant among evolving technologies due to its transformative potential in revolutionizing business processes, including marketing communications.

FINTECH CORNER: Technology For RIAs Is More Valuable Than Ever, But Can They Use...

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Until recently, FAs were severely limited in the value they could extract from their software, but new, more flexible technology has the potential to catalyze growth, lower operating costs and improve client experience.

Advisor Tech Talk (Week of 12/11/23)

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It’s not the calm before the storm, it’s really the storm before the calm.  Yes, it’s actually been quite a year for...

The Week in Digital Wealth (10/31/23)

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"Money 20/20 Las Vegas" began and ended with a bang. Lots of "out-of-the-box" solutions were everywhere. That said, Liquidnet gave the markets a new gift per...

The Week in Digital Wealth (5/23/23)

By Christopher Hamman With the markets slightly rattled and as everyone keenly watches how the politicians in D.C....

Fintech Corner: Technology Is Valuable To RIAs Now More Than Ever—Can They Use It?

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Until recently, financial advisors were severely limited in the value they could extract from their software, but new, more flexible technology has the potential to simultaneously catalyze growth.

Fintech Corner (6/30/21)

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Until recently, financial advisors were severely limited in the value they could extract from their software, but new, more flexible technology has the potential to simultaneously catalyze growth, lower operating costs and improve the client experience.