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STANDARD DEVIATIONS PODCAST: Dr. Charles Eckhart – Family Wealth Dynamics
This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Dr. Charles Eckhart, a Licensed Clinical Psychologist and the co-founder...
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...
WEALTHTECH 3.0: Starting with Authentic Intelligence – What It is, and Why It’s The...
In our latest interview with Pamela Cytron, CEO of The Founders Arena, she revealed how she uncovered the underlying requirement for AI: a concept she calls “authentic intelligence.”
AI & Finance™ | News for the Week Ending 8/16/24
This week in AI and Finance we have to ask a question—though we acknowledge that we might be asking it prematurely:
Where are all the...
AI EDUCATION: AI in Education and Media Raising Big Questions
Each week we find a new topic for our readers to learn about in our AI Education column.
There are some industries, particularly highly regulated ones like...
The Week in Digital Wealth (8/14/24)
Niche sectors ruled last week with evidence of improved and seamless innovation occurring. Fintech firms lowered the barriers to market entry, especially for several...
AI EDUCATION: Can AI Really Dissolve Dyslexia?
Each week we find a new topic for our readers to learn about in our AI Education column.
Artificial intelligence is a great problem solver. In recent...
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...
Decentralized Diaries for the Week of 8/6/24
Things continued to look up, with regulatory issues (slightly) decreasing. Adoption continued to improve amid (rising) scams.
The headlines:
The SEC let go of Solana...
FINTECH VIEWS: Four Keys to Succession Planning for Family Businesses
By Joseph N. Filosa, CFP® Financial Advisor, Principal, Opal Wealth Advisors
Recent research from PwC indicates that nearly two-thirds of family businesses don’t have a...