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Top 5 VC Deals of the Week in Fintech (5/27/24)
Reset.
Everyone needs time to reflect and reset once in awhile. A recent report by Paddle found that founders are doing just...
Advisor Tech Talk (Week of 5/27/24)
Every time we take a break from talking about the promise of future, we have a chance to discover how the...
A Fantastic Opportunity? Or, Maybe Not
First, hoping you had a very Happy Memorial Day. Time to reflect, remember and honor all those that have served, are serving and especially...
STANDARD DEVIATIONS PODCAST: Jane Adshead Grant – Becoming a Better Listener
This week on the Standard Deviations podcast, Dr. Daniel Crosby is joined by Jane Adshead Grant.
Jane is passionate about contributing to the world of...
FusionIQ Announces Integration with Interactive Brokers Canada
FusionIQ, a cloud-based wealth management solutions provider, recently announced an integration with Interactive Brokers, a Canada-based automated global electronic broker (Nasdaq: IBKR). Through this...
AI & Finance™ | News for the Week Ending 5/24/24
Artificial intelligence in finance is going to change the way we think about and work with money—some of those changes will come quickly, others...
What IF………….IF Happens?
We all do it. Probably every day too.
You think of something, see something or dream of something and what if......it actually happened? OMG!...
STANDARD DEVIATIONS PODCAST: Jason Pereira – The Future of AI in Wealth Management
This week on the Standard Deviations podcast, Dr. Daniel Crosby is joined by Jason Pereira, Partner and Financial Planner at Woodgate Financial.
Jason is first...
MARTECH MINUTES: 7 Hot Trends Impacting Advisor Marketing
Today's marketing landscape is increasingly complex and competitive. By implementing these seven trends into their marketing strategy, advisor marketing teams can effectively engage clients and prospects.
Advisor Tech Talk (Week of 5/20/24)
Technology’s proliferation into wealth management is often viewed from a user experience perspective—we think of technology creative a better client or...