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OpEd: Deception. Chaos. Can AI help?
Sometimes it's just too much.
We are talking information. Or, rather, the immense choices of information. How do you know which source (or financial index)...
AI ILLUMINATIONS: Spring Cleaning Your Wealth Tech
Technology used to last 20-25 years, but today, with so many apps and frameworks comprising your tech stack, it’s important to evaluate your technology every five to ten years.
Fintech Real Estate Firm Launches Training Series for Commercial Realtors
The Los Angeles-based fintech real estate investment firm, Leap Analytics, recently launched an educational training series for commercial Realtors. The new program focuses on how...
Cindy Taylor Interviews Wyoming’s Gov. Mark Gordon on the State’s Blockchain Innovation
Publisher's Note: I recently had a far-ranging conversation with Governor Mark Gordon of Wyoming on the state's innovation in the blockchain sector, a new...
TIFIN and J.P. Morgan Announce the Launch of TIFIN.AI to Accelerate Thematic AI-powered Fintech...
Boulder, CO and New York, NY — July 27, 2023 — TIFIN, the leading artificial intelligence (AI) platform for wealth, is thrilled to announce the...
AI ILLUMINATIONS: How Data Mapping Helps Advisors, Firms, and Investors
By enabling the business users to do data mapping instead of technical people, JIFFY.ai's no-code, AI-powered automation platform and deep domain expertise bring transformative value to the process.
Berthel Fisher’s Paige Swartzendruber: Artificial Intelligence and Wealth Management
Paige Swartzendruber has literally grown up in the wealth management space and continues her father’s legacy, working alongside him as both a financial advisor...
AI ILLUMINATIONS: The Tortoise and The Hare – Lessons Learned
A slow and steady approach may be the best way for advisors to keep up with fast-changing technology because the first mover in fintech is not necessarily the best solution.
TIFIN and Hamilton Lane to Launch Groundbreaking AI-Powered Investment Assistant for Private Markets
Investment assistant is intended for integration within wealth platforms and digital marketplaces used by advisors and investors allocating to the private markets
Joint...
AI ILLUMINATIONS: Automation – The Art of Selling Internally
While management might want to implement technology at the enterprise level to solve a business challenge, effective automation requires implementation that drills down to solve problems for each stakeholder.