fusioniq - search results

Friends, it's a week for lovers, and we LOVE the content we've lined up for you here, including a look at looming black swan events, a new crypto offering for advisors and more.  Happy Valentine's Day to you and yours!  READ UP!!

Last year saw a convergence of elements in the wealth management space that, individually, would disrupt how investment managers and wealthtech providers operate. Together,...

Friends, some MAJOR news in our Advisor Tech Talk (re: Bill Crager of Envestnet) & Defi Diaries (re: SBF) this week -plus- we couldn't resist posting just ONE MORE 2024 predictions story for you! Another action-packed newsletter, including our new DWN AI Index, for the 2nd week in 2024! READ UP!!

Move over 2023, 2024 is starting out with a bang—when it comes to advisor tech news, that is.  Yes, we just wrapped...

Friends, this week we posted our second article in our 5-part series on AI in Finance and covered chatbots.  I'll be honest - I'm the crazy lady yelling at the phone while these things ask me WAY too many irrelevant questions, but they are an important tool and will no doubt get better over time. READ UP!

It’s not the calm before the storm, it’s really the storm before the calm.  Yes, it’s actually been quite a year for...

We’re not just howling into the wind when it comes to next generation technology—the future is now.  For financial advisors, reading about...

Friends, you no doubt know what FOMO stands for in financial markets, but do you know what FOBI stands for?  Check out this week's feature story and you will! READ UP!!

It’s finally here—a break in the frenetic pace of technology news in the wealth management space.  There’s still plenty to read about...

There was a lot of news in the advisor tech world this week, but what was perhaps the biggest story of...