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MARTECH MINUTES: How Banks Can Meet the CRA Rule For Financial Literacy
In the ever-evolving world of finance, developing regulations and standards set by various legislative acts has become a norm for financial institutions and banks.
AI & Finance™ | News for the Week Ending 11/8/24
Lord help me, I’m getting out my soapbox.
This week on AI and Finance we do have a strong list of headlines to get to,...
A Week to Remember, Or Forget
Here we are. It's been building up all year. And now, it's election time.
Yup, the good old USA is gonna get another new...
Advisor Tech Talk (Week of 11/6/24)
Welcome back to another (ANOTHER) busy edition of Advisor Tech Talk, where we give you a rundown of all of the...
Decentralized Diaries for the Week of 11/5/24
The industry continued to normalize, with unique traits defining its pivotal moments. Digital assets continued to have the innovation everyone is (now) accustomed to...
MARTECH MINUTES: 2025’s Most Significant Advisor Marketing Trends
Today's marketing landscape is increasingly complex and competitive, characterized by fast-paced change, fluid client and prospect preferences, and emerging Martech tools.
AI & Finance™ | News for the Week Ending 11/1/24
Another week is upon us, and it was a busy one for artificial intelligence in the financial services. Before we get to a huge...
Traders Can Now Create and Deploy Customizable Order-Routing Algorithms Via TradingBlock
TradingBlock has announced that traders on their platform can now deploy customized order-routing algorithms to meet their specific needs. The capability is available to...
Advisor Tech Talk (Week of 10/30/24)
With wealth management and fintech conferences stacking up, there was a lot of news to sift through this week and there...
AI & Finance™ | News for the Week Ending 10/25/24
This time on AI & Finance, we’re going to return to two fairly familiar but timely topics before we press on to an extensive...