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MARTECH MINUTES: New CRA Rules in Effect: Financial Literacy Training for Bank Customers
Banking institutions must stay abreast of compliance requirements in an ever-evolving regulatory landscape, and a recent change is the new Community Reinvestment Act (CRA) rules regarding financial literacy.
The Week in Digital Wealth (8/20/24)
Last week was a mix of several things blending. Notably, integrations returned and utility continued to thrive.
Headlines to take note of:
The OCC added...
FINTECH VIEWS: How Highly Successful Advisors Drive Organic Growth
By: Penny Phillips, President, Partner, Journey Strategic Wealth
How many times have we heard that advisors aren’t growing?
Year in and year out we hear the...
MARTECH MINUTES: The Pros and Cons of Online Advisor Review Sites
Teresa Leno, CEO of Fresh Finance, says that while online reviews can benefit advisors and wealth organizations in many ways, there are also potential drawbacks to consider.
Advisor Tech Talk (Week of 8/14/24)
Summer is winding down, but the wealthtech news feels like it’s winding up.
2024 may go down as the year without a...
AI & Finance™ | News for the Week Ending 8/9/24
In a recent AI & Finance column, we discussed how artificial intelligence is transforming another professional realm, dentistry and orthodontics, and how those transformations...
The Week in Digital Wealth (7/30/24)
Hot summer came with a few moves from the regulators alongside earnings season for the first half of 2024. Consumers were (once) again in...
AI & Finance™ | News for the Week Ending 7/26/24
Before we get to your financial artificial intelligence headlines in this week’s edition of AI & Finance, we should discuss the biggest technology news...
Decentralized Diaries for the Week of 7/23/24
Industry regulatory enforcement actions continued to simmer down. Political influence in the crypto community is real. That said, settlements were in play.
The headlines:
Grayscale...
FINTECH VIEWS: Leadership 101 – Is Mastery of Digital Solutions a Prerequisite?
Empowering others to succeed is the essence of leadership. For asset managers and investment professionals in—or near—the C-suite at their firms, this mandate extends...