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Advisor Tech Talk (Week of 10/23/24)
Welcome to a big week in wealthtech where the news was bolstered by a couple of active industry conferences. Before we...
Smarsh Announces Annual Services Plan, Bringing ‘Service Now’ to Enterprise Compliance
Smarsh is shaking up the digital communications compliance landscape with its latest option: the Annual Services Plan (ASP). According to a recent announcement, this...
AI & Finance™ | News for the Week Ending 10/18/24
There’s so much AI in Finance news to get to this week, we’re going to dispense with most of our introduction so we can...
FINTECH VIEWS: Aligning a Support Infrastructure
Earlier this year, Sanctuary Wealth acquired tru Independence, and the firms have been hard at work bringing together their services, operations and technology stacks.
Bob...
AlphaTrAI Rebrands to Praxis Solutions
AlphaTrAI, the Bill Dwyer-led provider of tech-enabled services and solutions for the wealth and asset management industries, has announced a rebrand to Praxis Solutions....
STANDARD DEVIATIONS PODCAST: Michael Finke – The Behavioral Science Behind Your Retirement
This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Michael Finke. Michael Finke, PhD, CFP®.
This week on Standard Deviations...
Advisor Tech Talk (Week of 10/16/24)
This week in Advisor Tech Talk, we’re going to let our wealthtech headlines speak for themselves, and leave it at that.
With...
The Week in Digital Wealth (10/15/24)
New solutions continued to emerge in tandem with partnerships. Election concerns did little to calm fever-pitch activity. Regulators took a proactive approach.
Headlines to take...
MARTECH MINUTES: How to Build a Wealth Industry MarTech Stack
With the advancement of technology, wealth organizations have access to a wide range of marketing software to help them reach their target audience, maintain client relationships, and work toward their goals.
AI REGS & RISK: More AI, More Power
By Greg Woolf, AI RegRisk Think Tank
AI Soars Free of Regulations
California Governor Gavin Newsom recently vetoed Senate Bill 1047, which aimed to provide guidelines...