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Smarsh Works With OpenAI to Create Solution for ChatGPT Enterprise Compliance

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Smarsh, a Portland, Oregon-based provider of communications data and intelligence technology, announced it has worked with OpenAI to create a solution for enterprises in...

AI ILLUMINATIONS: The Gen Z Job Candidate – Seeking Purpose and Fueling Passions

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DWN recently interviewed Michael Partnow at JIFFY.ai about Gen Z job seekers and their requirements when looking for work—a job with a purpose that fuels their creative passions.

MARTECH MINUTES: Advisor Recruiting: ‘Free’ Enterprise Marketing Services and Tools

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The wealth industry has evolved, and free advisor marketing services and tools empower advisors with invaluable resources to attract more clients and retain existing ones.

STANDARD DEVIATIONS PODCAST: Andy Baxley – The Power of Financial Purpose

This week on the Standard Deviations podcast, Dr. Daniel Crosby is joined by Andy Baxley, Senior Financial Planner at The Planning Center. Andy works with...

Stifel Independent Advisors Focuses on Female Leadership with Inaugural Women Owners’ Network Event

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Stifel Financial Corp. announced the launch of the Women Owners’ Network (WON), an initiative designed to empower female advisors and executives. This first-time event,...

AI REGS & RISK: AI Unleashed – Moving Markets and other Unintended Consequences

By Greg Woolf, AI RegRisk Think Tank Picture this: It's the year 2030. A top wealth management firm rolls out an AI trading algorithm that...

Disinformation vs. Common Sense

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Are you ready? If not, get ready. The second half of the year, which includes an election (hopefully), will be saturated with disinformation. Or,...

Kovair Partners with Boomi to Add Cloud-based Application Development to its Platform

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Kovair Software, a DevSecOps, DevOps, and Application Lifecycle Management enterprise, has joined the Boomi Technology Partner Program, bringing managed DevOps-as-a-Service to the Boomi Enterprise...

FINTECH VIEWS: Selling Your Financial Practice

By Kristen Grau, CPA, CVA, CEPA, Executive Vice President More than a third of financial advisors managing 40% of industry assets are projected to retire by...

Emerging Asset Management Leaders to Gather for MMI Annual Seminar

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The Money Management Institute (MMI) is set to hold its annual Leadership Pathway Seminar from June 12-14, 2024, at the Hilton Denver City Center....