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AI & Finance™ | News for the Week Ending 9/27/24
Happy Autumn, it’s time for a pumpkin-spiced edition of AI & Finance—and we do have a good number of financial artificial intelligence headlines to...
AI & Finance™ | News for the Week Ending 9/20/24
Welcome to another edition of AI & Finance bursting at the seams with financial artificial intelligence news!
This week we have items from some of...
Advisor Tech Talk (Week of 9/17/24)
While we still have a few days in astronomical summer to sort through, for all intents and purposes, summer is over...
AI & Finance™ | News for the Week Ending 9/13/24
Even as a wave of institutions and businesses are embracing artificial intelligence, speedbumps remain to the technology’s proliferation. In this week’s AI & Finance...
Advisor Tech Talk (Week of 9/3/24)
In last week’s roundup of wealth management technology news, we discussed a prominent financial advisor’s recent reading of U.S. Census and...
The Week in Digital Wealth (9/3/24)
Product launches were a thing last week, with integrations providing faster access and ease of use. Regulatory actions were heavy-handed with fines, but the...
AI & Finance™ | News for the Week Ending 8/30/24
Occasionally we like to take in some of the counterprogramming on artificial intelligence, so this week to lead of AI and Finance we’re going...
DWN Publisher Notes For 8/28/24
Friends, this week we delve into the Community Reinvestment Act and hear about the varied applications of AI in the wealthech startup ecosystem. Meanwhile, we see more VC deals in the sector, albeit at lower funding levels and have several new hires in the advisortech space to report.
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.
FINTECH VIEWS: Securing Cyberspace: How Advisory Firms Can Combat Vulnerabilities
As the July 2024 CrowdStrike outage reinforced, cyber incidents can be devastating whether they originate with a bad actor or not. That’s why, across...