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Advisor Tech Talk (Week of 4/8/24)
It’s past time to put one of the ongoing advisor technology debates to bed.
For nearly 15 years, advisors and the workers...
The Week in Digital Wealth (4/8/24)
Are end-to-end solutions the future of finance?
That may (seem to be) the case, with collaborations and integrations hinting at improved consumer access.
That said, regulators...
Seasoned FinTech Executive John F. Sweeney Joins AlphaTrAI as its New President
San Diego-based AlphaTrAI, a technology consulting and service provider for the wealth and asset management industry, recently announced the appointment of John F. Sweeney as...
AI REGS & RISK: Riding the AI Wave – Out of the Lab And...
By Greg Woolf, AI RegRisk Think Tank
Remember when your iPhone was just for calls and texts? Fast forward to today, and it's your pocket-sized...
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...
Decentralized Diaries for the Week of 4/1/24
The crypto industry continued to push frontiers beyond normal (as they usually are) with regulatory authorities doing what they can to catch up.
Meanwhile, in...
MARTECH MINUTES: How to Infuse Financial Education into Your Practice
One of a financial professional's most critical roles is to aid in their clients' financial empowerment. Here are some ways to infuse financial education into your wealth practice.
Advisor Tech Talk (Week of 4/1/24)
Today’s Advisor Tech Talk should stand as an example of the momentum behind wealth management technology.
See, it being “spring break” week...
AI & Finance™ | News for the Week Ending 3/29/24
While it’s true that the introduction of artificial intelligence into every area of human activity—including our financial lives—will bring new vulnerabilities and risks to...
The Taylor Market Report (3/26/24)
BITCOIN has buyers. Lots of buyers and more coming. MicroStrategy and Michael Saylor have been huge buyers. With the 'halving' coming next month the supply of BITCOIN will again shrink.