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Top 5 VC Deals of the Week in Fintech (2/12/24)
Fix it for me...
From financial wellness to rent-now-pay-later apps and everything in between, startups fixing 'human' problems are winning BIG when...
STANDARD DEVIATIONS PODCAST: Jon Dauphine – The Case for Pro Bono Financial Planning
This week on Standard Deviations, Dr. Crosby is joined by Jon Dauphiné, who leads the Foundation for Financial Planning’s (FFP) efforts to develop and...
AI & Finance™ | News for the Week Ending 2/16/24
Most advisors probably have yet to use generative artificial intelligence in their day-to-day work experience—in fact, in a recent survey from Totumai and 8...
AI & Finance™ | News for the Week Ending 2/9/24
A lot is happening in the AI universe – so much that it doesn’t make sense for us to single out any particular piece...
The Taylor Market Report (2/6/24)
Expanding war. Interest rates staying high. Inflation inching up. Election shenanigans. What could possibly go wrong? Pretty sure we will find out at some point.
DWN Publisher Notes For 2/6/24
Friends, our first week of our new brand "AI & Finance™" was a smashing success, with over 12,000 opens of our first newsletter and on a weekend, too! Meanwhile, let's see if AI can "rescue" us...READ UP!!
Advisor Tech Talk (Week of 2/6/24)
It was another busy week in advisor-facing wealth tech, with a few big names dropping interesting announcements.
In this week’s Advisor Tech...
Top 5 VC Deals of the Week in Fintech (2/5/24)
Sunny days ahead...
Spring seems to be here already (in winter). The upbeat mood accompanying it is evident as deal activity has...
AI ILLUMINATIONS: Overcoming Fear of Automation
IFFY.ai’s goal is to help businesses transform themselves into technology-powered ‘autonomous organizations,’ which are all about efficiencies, consistency, and greater experiences.
Fintech Corner: 7 Strategies to Help Wealth Managers Stem the Flood of Data
“Today’s wealth management industry is awash with data but starved of insight,” according to Adrian Johnstone of Practifi. “We have so much information but lack clarity on how to manage it and what to do with it.”