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Decentralized Diaries for the Week of 8/14/24
Last week was (seemingly) all about Bitcoin. That said, the industry hit several (significant) milestones, with regulators following each move in tow.
The headlines:
There...
MARTECH MINUTES: 5 Challenges Wealth Industry Marketers Face and How to Solve Them
Today, marketing teams face enormous pressure and challenges to stay ahead of the curve, consistently delivering creative and effective campaigns that stand out in an increasingly crowded marketplace.
AI EDUCATION: Can AI Really Dissolve Dyslexia?
Each week we find a new topic for our readers to learn about in our AI Education column.
Artificial intelligence is a great problem solver. In recent...
AI & Finance™ | News for the Week Ending 8/9/24
In a recent AI & Finance column, we discussed how artificial intelligence is transforming another professional realm, dentistry and orthodontics, and how those transformations...
DWN Publisher Notes For 8/7/24
Friends, in the past week we've seen a new veep candidate and crashing markets - yup, it's 2024. Meanwhile, we take a deep dive into the increased SEC activity driving the regtech boom, succession planning tips for advisors, plus all the major sector news, vc deals and much morre....READ UP!!
FINTECH VIEWS: Alignment of Tech, Platforms and People
This past May, we reported that Sanctuary Wealth had acquired tru Independence, creating a combined enterprise supporting approximately 120 independent wealth management firms managing...
Advisor Tech Talk (Week of 8/6/24)
We don’t talk a lot about the price swings in investments and markets in our discussions of advisor technology and wealthtech—perhaps...
PreciseFP’s New Referral Program Wants More Advisors in the Fast Lane
Client engagement and data-gathering software PreciseFP is launching a peer referral program. Announced this week, the initiative seeks to harness the power of community-driven...
AI EDUCATION: Why Are We Taking AI to the Edge?
Each week we find a new topic for our readers to learn about in our AI Education column.
As we try to help people learn more about...
AI & Finance™ | News for the Week Ending 8/2/24
As we’ve said many times before in AI & Finance, it seems like artificial intelligence is everywhere today, even in financial technology, but the...