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AI EDUCATION: What is ChatGPT?
At this point in our history (and news cycle), who HASN'T heard of ChatGPT, the conversational AI platform revolutionizing the world as we know...
AI & Finance™ | News for the Week Ending 4/12/24
Artificial intelligence applications in finance are news, and small, yet expanding at a rapid rate—but the newfangled generative AI is quickly becoming ubiquitous in our...
Matthew Gotlin Takes On the Role of Chief Investment Officer for Choreo
Matthew Gotlin, CFA®, has been named Choreo's Chief Investment Officer. According to a company release, Gotlin will lead a team that creates client solutions...
Diversify Advisor Network Acquires $645 Million Key Advisors Wealth Management
The Utah-based Diversify Advisor Network recently announced that Key Advisors Wealth Management, a Delaware-based fee-only firm with $645 million in assets under management, is...
DWN Publisher Notes For 4/10/24
There's so much industry news in the latest edition. Our Top 5 VC Deals column this week shows top funded deals trending down again under the "magical" $100M threshold. Lots of interesting tidbits, too, in The Week in Digital Wealth. READ UP!
MARTECH MINUTES: How AI Enhances Marketing Communications
Artificial intelligence (AI) is transforming various industry sectors, including wealth management and marketing communications. AI has significantly enhanced the efficiency and effectiveness of marcom trategies.
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...
Decentralized Diaries for the Week of 4/8/24
Industry maturity (a rare occurrence) unfolded with the sector getting into gear.
Institutional players dictated the pace of events. Only time will tell how far...
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...