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Friends, we have some fascinating content this week - including a look at the difference between financial wellness and financial independence, how women are evolving the wealthtech industry (and the challenges they still face) and two very different but compelling looks at the marketing landscape in the finserv currently. READ UP!

In a significant recognition of its expertise in strategic communications and brand strategy, Haven Tower Group LLC, a leading wealth management-focused communications agency, has...

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Dr. Thomas Mathar. Dr. Thomas Mathar, from Hamburg and now...

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.

Not during the day. Talking about the vodka. But, figuring out confusing, complicated financial markets and global events is an all day job. Then when...

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

The industry (has certainly) moved past the speculative phase, where cowboys reigned and anything was possible. Innovations still happen, but progress is (now) governed...

Sitting on the sidelines... Even with the hype around AI, VCs continue to sit out, waiting for better opportunities. Whether domestic or...

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...

This week we continue our series on the top 5 VC-funded deals in AI. This week's winners included the pharma sector with a WHOPPING $1...