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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

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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)

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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)

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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

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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

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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...