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Advisor Tech Talk (Week of 2/6/24)
It was another busy week in advisor-facing wealth tech, with a few big names dropping interesting announcements.
In this week’s Advisor Tech...
STANDARD DEVIATIONS PODCAST: Stacy Havener – The Scientist and the Storyteller Miniseries (Pt 1)
This week on Standard Deviations, Dr. Crosby is joined by Stacy Havener of Billion Dollar Backstory, for the first part in an ongoing miniseries...
AI ILLUMINATIONS: Overcoming Fear of Automation
IFFY.ai’s goal is to help businesses transform themselves into technology-powered ‘autonomous organizations,’ which are all about efficiencies, consistency, and greater experiences.
WEALTHTECH INSIDER: 6 Lessons Small Businesses Can Teach New RIAs
Newly-established RIAs are exciting. Independent advisors can pick the tools they want, build their own culture, and hone in on the clients that will help them grow. When you’re looking for ideas about your new practice, don’t count out the hard-earned lessons of your fellow small businesses.
Decentralized Diaries for the Week of 1/29/24
How well are things going to turn out for the cryptospace by spring?
Well, the answer might surprise you (we are keeping our cards to...
MARTECH MINUTES: Marketing Communications Policy Gaps – A Top Concern for Wealth Firms
One of the most perplexing and persistent is managing marketing communication policy gaps. Marketing communications policies provide an outline or blueprint that guides all elements of communication.
Advisor Tech Talk (Week of 1/29/24)
This week in advisor tech news, we have several big tech-oriented studies and research projects publishing, including T3’s annual advisor tech...
Top 5 VC Deals of the Week in Fintech (1/29/24)
Startups: "How high can you grow?"
Like 'high jumpers' in sports, the goal is to keep raising the bar (and clearing it)....
AI & Finance™: News for the Week Ending 2/2/24
In this week’s 'AI & Finance' column, we have a lot of artificial intelligence-related news from the regtech, proptech, insuretech, martech and lendtech sectors...
AI FORECASTING REPORT Series Introduction
By Terry Kades, BlueWave Forecasting
If AI is not the magic wand, what is?
Where to invest, what to expect, when to enter and exit? And...