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AI & Finance™ | News for the Week Ending 2/23/24
We like to say that artificial intelligence is going to have a big impact on the financial industry—but that we may be some time...
AI EDUCATION: What is an AI Hallucination?
Artificial Intelligence offers unprecedented capabilities for data analysis, predictive modeling, and decision-making.
One of the intriguing (and admittedly bizarre sounding) phenomena emerging from deep learning...
Advisor Tech Talk (Week of 2/20/24)
In today’s wealth technology update, the dis-intermediators are making a splash.
I think most of our readers anticipate—or dread—the day when disintermediating...
MARTECH MINUTES: Why Advisors Must Provide Financial Education
For financial advisors, a significant reason clients may be unhappy with their advisors is a need for more communication and namely, financial education.
STANDARD DEVIATIONS: Money Isn’t About the Numbers (from the Soul of Wealth)
This week on Standard Deviations, Dr. Daniel Crosby offers a sneak preview of an essay from his upcoming book, The Soul of Wealth.
Educated...
The Taylor Market Report (2/13/24)
The S&P 500 at 5,000 has seen the top. Those nice returns over the past few years are now in the rear view mirror. If you didn't hear the bell ring.....you're deaf. Short and expect a bigger drop than you may imagine.
Advisor Tech Talk (Week of 2/13/24)
Wealth technology is continuing to evolve, and we’re here to help you decipher it.
Of course it was another busy week in...
Decentralized Diaries for the Week of 2/12/24
How far can things explode in the cryptospace?
That's a question for another day because prices are going through the roof despite regulatory pressures;
...
STANDARD DEVIATIONS PODCAST: Giving is the Path to Abundance (from the Soul of Wealth)
This week on Standard Deviations, Dr. Daniel Crosby offers a sneak preview of an essay from his upcoming book, The Soul of Wealth.
Educated...
MARTECH MINUTES: A Vendor’s View – ‘FINRA Reviewed’ vs. ‘Compliance Reviewed’
As industry compliance and marketing professionals recognize, Rule 2210 aims to ensure that all marketing materials are fair, accurate, and not misleading.