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AI & Finance™ | News for the Week Ending 5/31/24
When technology moves as quickly as artifical intelligence in finance has over recent months, it begins stretching and distorting our civic and cultural codes...
In One Word: MEMORIES
By Michael Partnow
"Memories”
Memories, pressed between the pages of my mindMemories, sweetened through the ages just like wineQuiet...
The Taylor Market Report (5/28/24)
Interest rates are not going down. If rates sitting where they are can't get inflation under 3%, what will it take to get inflation down to the fed's target of 2%?? Answer? Higher rates.
DWN Publisher Notes For 5/29/24
Friends, we hope you had a beatuiful Memorial Day! We are so grateful to live in America & thankful to all who have served in the military. Meanwhile, we found a "unique opportunity" for you even while VC fundings & sector news continued over the holiday week...READ UP!
MARTECH MINUTES: How Financial Education Helps Grow AUM
For financial advisors, a significant reason clients leave their advisors and seek new ones is a need for more communication, namely, financial education.
Decentralized Diaries for the Week of 5/27/24
Again, the industry had its day in the sun per Ethereum ETFs, with everyone wondering what is (really) going on with the SEC and...
Advisor Tech Talk (Week of 5/27/24)
Every time we take a break from talking about the promise of future, we have a chance to discover how the...
STANDARD DEVIATIONS PODCAST: Jane Adshead Grant – Becoming a Better Listener
This week on the Standard Deviations podcast, Dr. Daniel Crosby is joined by Jane Adshead Grant.
Jane is passionate about contributing to the world of...
FusionIQ Announces Integration with Interactive Brokers Canada
FusionIQ, a cloud-based wealth management solutions provider, recently announced an integration with Interactive Brokers, a Canada-based automated global electronic broker (Nasdaq: IBKR). Through this...
5×5: Five Ways to Spend 5 Hours or Less a Week on Compliance
Have you heard the term “culture of compliance?” The idea is to boost employee buy-in for compliance by showing how it fuels long-term success.
Beyond...