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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...
Decentralized Diaries for the Week of 4/29/24
The industry (has certainly) moved past the speculative phase, where cowboys reigned and anything was possible. Innovations still happen, but progress is (now) governed...
Top 5 VC Deals of the Week in Fintech (4/29/24)
Sitting on the sidelines...
Even with the hype around AI, VCs continue to sit out, waiting for better opportunities. Whether domestic or...
Marketing Matters: The Evolution of Third-Party Solutions Providers in an Evolving Ecosystem
Third-party, digitally-enabled marketing solutions focused on driving lead gen for independent financial advisors continue to proliferate, and small wonder. Effectively identifying and converting prospective...
AI EDUCATION: What is AI Insurance?
Publisher's Note: In this brave new world that has emerged as generative AI has become more mainstream, guess what? The bad guys and the...
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...
The Taylor Market Report (4/23/24)
The S&P has bounced back up after recent selloffs but there's still not a big change on the week. Gold had a fun trip to $2,400 and just took an almost $100 drop. With that, looks like BITCOIN and ETH had their "dip."
The Week in Digital Wealth (4/22/24)
Collaborations continued to be a focus point, but the end-user came out on top. Government interventions were overarching, with pushbacks from advocacy groups highlighting...
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
In digital marketing, advisors must know prospect communication regulations and guidelines. One crucial legal framework is the CAN-SPAM Act, enacted in 2003.