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FINTECH VIEWS: Fighting the Good Fight – Q&A with Cambridge’s Larry Casey

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The wealth management industry continues to invest in sophisticated tools, practices and policies to protect clients from data breaches and other security threats. The...

DWN’s Al and Ivy (AI) Podcast, Episode 2 – Discussing TARIFFS

DWN's new podcast series with hosts, Al and Ivy (AI), presents the most topical subject of the week and discusses it in an easy...

Advisor Tech Talk (Week of 10/30/24)

With wealth management and fintech conferences stacking up, there was a lot of news to sift through this week and there...

AI EDUCATION: What Is An AI Agent?

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Each week we find a new topic for our readers to learn about in our AI Education column.  Today on AI Education we’re going to discuss...

AI & Finance™ | News for the Week Ending 10/25/24

This time on AI & Finance, we’re going to return to two fairly familiar but timely topics before we press on to an extensive...

The Week in Digital Wealth (10/22/24)

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"Integrations" remained last week's buzzword, with end-user utility defining the Fall's tone. The winners remained those who could best solve problems within well-defined regulatory...

Advisor Tech Talk (Week of 10/23/24)

Welcome to a big week in wealthtech where the news was bolstered by a couple of active industry conferences. Before we...

Smarsh Announces Annual Services Plan, Bringing ‘Service Now’ to Enterprise Compliance

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Smarsh is shaking up the digital communications compliance landscape with its latest option: the Annual Services Plan (ASP). According to a recent announcement, this...

AI & Finance™ | News for the Week Ending 10/18/24

There’s so much AI in Finance news to get to this week, we’re going to dispense with most of our introduction so we can...

AI EDUCATION: What Is A Neural Network?

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Each week we find a new topic for our readers to learn about in our AI Education column.  This week we’re going to talk about neural networks,...