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Advisor Tech Talk (Week of 6/25/24)
Even during a holiday week, there were plenty of wealth management headlines to report.
Sure, Juneteenth is relatively new as a federal...
MARTECH MINUTES: 7 Signs Your Marketing Technology is Failing You
Effective martech can enhance your marketing efficiency, but as the industry evolves, it may be time to replace & update your martech stack. Here's seven red flags that signal it's time to replace your Martech stack.
AI & Finance™ | News for the Week Ending 6/21/24
We are now more than 19 months from generative AI surging into the public consciousness in a major way with the initial launch of...
The Taylor Market Report (6/18/24)
Equity markets are getting ever more narrow. AI and tech stocks are masking a lot of underlying weakness. Hey, but who cares? We all know markets only go up, right? News and common sense doesn't matter.
Decentralized Diaries for the Week of 6/18/24
Industry ups and downs continued as simmering regulatory actions showed a slight slowdown. That said, safety is (still) an issue with rising security concerns.
The...
MARTECH MINUTES: Using Key Metrics To Quanitfy The Value of Marketing
Recently, we sat down with Teresa Leno, CEO and Founder of Fresh Finance, to understand her take on vital approaches to help wealth organizations establish and showcase the value of their marketing efforts.
FINTECH VIEWS: How Technology Is Propelling Success in Multi-Family Offices
Recent Federal Reserve data indicates that the top 10% of families account for almost three-quarters of U.S. wealth. These affluent families have complex wealth management
needs.
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...
AI & Finance™ | News for the Week Ending 6/14/24
One of the first myths regarding artificial intelligence and finance we addressed after founding this feature months ago was the idea that AI would...
AI REGS & RISK: Could AI Run Amok? Some People Are Starting to Think...
By Greg Woolf, AI RegRisk Think Tank
Remember how the internet was created as a wonderful tool to share information for the greater social good—connecting...