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Advisor Tech Talk (Week of 3/18/24)
Yes, AI might be responsible for the hottest news in the advisor tech universe, but blockchain, cloud and conventional roboadvisors still...
AI & Finance™ | News for the Week Ending 3/15/24
Artificial intelligence has the ability to help transform the way people live—financially speaking, it’s already subtly changing the way we earn, spend, save and...
Advisor Tech Talk (Week of 3/11/24)
As fintech continues to proliferate and transforms the wealth management landscape, advisors are engaged in not one, but multiple arms races.
The...
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...
Decentralized Diaries for the Week of 2/5/24
Happy New Month!
Has the cryptospace (finally) matured? It looks like an on-again, off-again thing with sparks flying everywhere!
That said, FTX may be gone...
The Week in Digital Wealth (1/23/24)
It's tax season!
Have you done your numbers?
That said, Hidden Road is going deeper into the transaction space
Cops think the metaverse works for...
Advisor Tech Talk (Week of 1/23/24)
There is a particularly long list of wealth tech headlines for this week’s edition of Advisor Tech Talk, and it’s not...
Smarsh Survey Highlights Potential Off-Channel Communications Policy Gap for Firms
In recent years, banks have been fined billions for not adhering to the SEC’s recordkeeping requirements for texting and other digital messages. Even so,...
Digitally-Enabled Investment Management Platforms: 2023 Advancements and 2024 Expectations
Last year saw a convergence of elements in the wealth management space that, individually, would disrupt how investment managers and wealthtech providers operate. Together,...
Decentralized Diaries for the Week of 1/15/24
The cryptospace finally has its day in the sun with the SEC approving all 11 applications (well, mostly).
That said, hackers are getting bolder...