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PreciseFP’s New Referral Program Wants More Advisors in the Fast Lane

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Client engagement and data-gathering software PreciseFP is launching a peer referral program. Announced this week, the initiative seeks to harness the power of community-driven...

STANDARD DEVIATIONS PODCAST: Clare Flynn Levy – Good Behavior, Good Returns?

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Clare Flynn Levy, CEO and Founder of Essentia Analytics. Prior to...

Top 5 VC Deals of the Week in AI (8/1/24)

This week we continue our series on the top 5 VC-funded deals in AI. Once again, another major deal in the AI sector this week...

AI EDUCATION: Why Are We Taking AI to the Edge?

Each week we find a new topic for our readers to learn about in our AI Education column.  As we try to help people learn more about...

AI & Finance™ | News for the Week Ending 8/2/24

As we’ve said many times before in AI & Finance, it seems like artificial intelligence is everywhere today, even in financial technology, but the...

AI REGS & RISK: The Senate is Taking a Hard Look at OpenAI

By Greg Woolf, AI RegRisk Think Tank With all the drama unfolding at OpenAI over the last year, the Senate is getting concerned that the...

The Taylor Market Report (7/30/24)

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Recession talk is floating around but do not worry. The Fed has this and is engineering a soft landing for the economy. Of course they have never done that, they actually caused the inflation problem (or shared responsibility) and yet people still believe in the Fed Fairy.

Who’s On First? Or, Who’s In Charge?

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Humor becomes reality. Some things are really humorous (hilarious) and some things are sadly humorous. Since it's summer and generally a slow time in...
zCindy-New

DWN Publisher Notes For 7/31/24

Friends, it's been another week of incredible change and it looks like this will be the norm thru the end of 2024.  Meanwhile, so much going on in digital wealth - including a deep dive into the impact Gen Z will have on wealth in the future in our Advisor Tech Talk column, a look at best practices in finserv martech and much more...READ UP!!
NEWS BRIEF 3 Industry

Bridgemark Strategies Continues Growth Momentum With Key Hires After Launch of Bridge Marketplace Advisor...

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Bridgemark Strategies has broadened its team of advisor-facing specialists, adding Jason Hawn, Timari Robison and Travis Boak as recruiting consultants. This expansion comes less than a year after...