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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...

The Week in Digital Wealth (8/6/24)

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Utility continued to be the focus on all fronts, with partnerships forming a backbone for activities. Tech integrations were in focus, with niche segmentation...

AI & Finance™ | News for the Week Ending 8/2/24

As we’ve said many times before in AI & Finance, it seems like artificial intelligence is everywhere today, even in financial technology, but the...

Decentralized Diaries for the Week of 7/30/24

Last week (ended) on a positive note for the industry, with regulatory approvals balancing out enforcement actions. Institutional adoption is rising, with scam risks...

The Week in Digital Wealth (7/23/24)

The usual launches continued alongside partnerships and integrations. Interestingly, compliance efforts by the government increased (slightly). Headlines to take note of: Bloomberg continued its automation...

AI REGS & RISK: AI and Data Privacy – The Modern Challenge

By Greg Woolf, AI RegRisk Think Tank AI and Data Privacy is becoming a hot topic in the world of technology, finance and government. With...

AI & Finance™ | News for the Week Ending 7/19/24

Not everything about the adoption of artificial intelligence in the financial industry is going to be a net positive for the world.  Let’s dig into...

AI & Finance™ | News for the Week Ending 7/12/24

There’s still plenty of financial artificial intelligence news to report, but we’re going to start this week’s AI & Finance with a confession of...

FINTECH VIEWS: Leadership 101 – Is Mastery of Digital Solutions a Prerequisite?

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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...

Compliance Technology Firm Smarsh Strengthens Partnership with Verizon

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Digital communications and compliance firm Smarsh has strengthened its 10-year partnership with Verizon by making it easier for Verizon customers that are required to...