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The Week in Digital Wealth (3/11/24)

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Data Data Data! Data (it seems) is the new industry buzzword, with automated solutions providing a context for several use cases.  Meanswile, AI continued to...

REAL CLEAR CRYPTO: The “Distraction” of Bitcoin as a Currency

Just like our ancestors used precious metals & real estate to store wealth, the modern generation has found a new avenue - Bitcoin. Michael Saylor has suggested that BTC might serve as an efficient wealth store for many.

MARTECH MINUTES: The Deal on Content Marketing

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72% of online marketers describe content creation as their most effective SEO tactic, which helps potential clients find an advisor when searching online.

Fresh Finance and Wealth Management GPT Announce Integration

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Fresh Finance, a leading financial technology company, has forged a strategic alliance with Wealth Management GPT, a global provider of generative AI solutions for...
NEWS BRIEF 4

Marshall Wealth Management Group Becomes Novus Wealth Group

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Marshall Wealth Management Group, a full-service independent wealth management firm, announced this week that it rebranded to Novus Wealth Group. The firm chose its name...

AI & Finance™ | News for the Week Ending 3/8/24

Once again, we have a rather large and long list of financial artificial intelligence-related headlines and announcements this week. And once again, it’s only...

Can NIST Guidelines Keep AI Trustworthy?

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Ever since ChatGPT became the fastest growing app in history, artificial intelligence has captured the world’s imagination. The expected implications of AI vary depending...

What IF? AI Pluses & Minuses + Bitcoin Issues

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Crazy. There is a whole lot going on and in lots of different directions. Let's begin with March. A new month, the last month...

Advisor Tech Talk (Week of 3/04/24)

News from big fintechs bolsters another busy lineup of advisor technology headlines for this week, with announcements from the likes of...

Money Management Institute Launches Program for NexGen Investment Professionals

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The Money Management Institute (MMI) has launched a three-week development program called Academy for investment professionals in the early stages of their careers. Academy...