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AI REGS & RISK: Industry-wide Insights on AI

By Greg Woolf, AI RegRisk Think Tank We recently moderated a roundtable at an AI for Executives conference focused on executive-level implications of AI adoption,...

WEALTHTECH 3.0: Women in WealthTech | Changing the Narrative

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In a recent interview with Pamela Cytron, President of The Founders Arena, we discussed women in wealthtech, unconscious bias, female founder mentorship opportunities, and securing funding.

MARTECH MINUTES: AI and Generating Images for the Wealth Industry

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The advent of AI capabilities such as Generative Adversarial Networks (GANs) has created highly realistic images. AI's ability to quickly, accurately, and efficiently generate such images is valuable.

Advisor Tech Talk (Week of 4/29/24)

Advisor technology continued to progress this week with a squall of people moves as fintechs and traditional wealth management firms made...

AI & Finance™ | News for the Week Ending 4/26/24

In yet another busy week for financial AI, a clear pattern emerged: Insurtech, or technology used by the insurance industry and insurance consumers, is...

Advisor Tech Talk (Week of 4/22/24)

The biggest advisor tech news this week is not among our list of headlines.  Because this news did not come from a...

The Founders Arena Unveils Startups Participating in Second Annual WealthTech Accelerator

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The Founders Arena WealthTech Accelerator has announced the selection of the next cohort of companies that will be joining its second global accelerator program beginning April 22, 2024.

Decentralized Diaries for the Week of 4/22/24

The crypto industry is no longer a touch-and-go affair, with laws and rules changing the game's nature.  That said, inter-country collaborations are (very much) alive...

MARTECH MINUTES: What Advisors Must Know About Prospect Communication

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In digital marketing, advisors must know prospect communication regulations and guidelines. One crucial legal framework is the CAN-SPAM Act, enacted in 2003.

Essential Edge Appoints Alex David to Advisory Board

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Santa Fe, New Mexico-based Essential Edge Compliance Outsourcing Services, a provider of third-party compliance services for broker-dealers and RIAs, has added wealth management industry...