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Using Tech to Connect to Your Clients’ Kids and Grandkids
By Tanya Van Court is CEO & Founder of Goalsetter
Fueled by a passion for technology, I charted my early career in Silicon Valley when...
STANDARD DEVIATIONS PODCAST: Lindsey Lewis – Women and Money
This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Lindsey Lewis.
Lindsey Lewis has built a career around women and...
AI & Finance™ | News for the Week Ending 5/3/24
Is AI in a Bubble?
Any time an emerging technology captivates consumer attention and generates tremendous amounts of investor excitement, market watchdogs begin to ask...
The Taylor Market Report (4/30/24)
I love BITCOIN and ETH and have for a very long time. Long term holder. BUT, now is not the time to be in BTC or ETH. Lighten up or be out. Things are getting nasty. I just can't be short, so I am neutral.
STANDARD DEVIATIONS PODCAST: Dr. Thomas Mathar – Financial Wellness vs. Financial Independence
This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Dr. Thomas Mathar.
Dr. Thomas Mathar, from Hamburg and now...
WEALTHTECH 3.0: Women in WealthTech | Changing the Narrative
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
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...
The Week in Digital Wealth (4/29/24)
Regulatory light touches have had a positive effect on the industry. The SEC may (soon) be moving closer toward tighter standards. That said, product...
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...