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Decentralized Diaries for the Week of 5/13/24
With the elections coming (in November), both sides of the political spectrum have differing views on how crypto firms should operate. That said, the SEC...
The Week in Digital Wealth (5/6/24)
Things continued (as usual) with the industry taking on AI expansions and integrations. That said, other integrations were (also) in play, while compliance remained...
Top 10 VC Deals of the Week in AI (5/3/24)
This week we continue our series on the top VC-funded deals in AI.
We promised early on with the launch of AI & Finance™ that...
The Week in Digital Wealth (4/29/24)
Regulatory light touches have had a positive effect on the industry. The SEC may (soon) be moving closer toward tighter standards. That said, product...
MARTECH MINUTES: What Advisors Must Know About Prospect Communication
In digital marketing, advisors must know prospect communication regulations and guidelines. One crucial legal framework is the CAN-SPAM Act, enacted in 2003.
AI & Finance™ | News for the Week Ending 4/5/24
Whenever a new technology emerges into any labor-intensive economic sector, a battle of futurists results.
On one side are the technological utopians who imagine...
The Week in Digital Wealth (2/5/24)
This past week offered conference calls about earnings, the chilly winter, and annual objectives. These are some of the issues the industry faced alongside...
INTELLIGENCE FOR GROWTH: Why Doing Nothing Is a Marketing Decision Your Firm Can No...
Advisors need to have persuasive and informative digital presences that serve users at different stages in their consideration journeys. You cannot risk a poor first impression, as it may be your only impression.
Advisor Tech Talk (Week of 11/14/23)
It’s finally here—a break in the frenetic pace of technology news in the wealth management space.
There’s still plenty to read about...
Top 5 VC Deals of the Week in Fintech (11/6/23)
An eye on AI (or sleeping with one eye open?)
Last week, the Biden Administration released an executive order laying out a...