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Election 2024. Is a Gray Swan Really a Black Swan in Disguise?

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WARNING: This article is rated PG-13.  It is NOT meant to be political and may best be read with a cold bottle of vodka...

Advisor Tech Talk (Week of 5/6/24)

There’s nothing like a good surprise to keep us humble and ready to learn, and there’s a nice surprise embedded in...

The Week in Digital Wealth (5/6/24)

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Things continued (as usual) with the industry taking on AI expansions and integrations. That said, other integrations were (also) in play, while compliance remained...

Decentralized Diaries for the Week of 5/6/24

This period marks a significant shift in the cryptocurrency industry, with the departure of influential figures who once seemed invincible. The landscape is evolving,...

Top 5 VC Deals of the Week in Fintech (5/6/24)

How much VC capital is enough? When searching Google for "how much VC capital a startup needs to launch,"  Google displays "how...

MARTECH MINUTES: How to Grow AUM – Internal Advisor Marketing Departments

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With the model of advisor marketing services woven into the company's culture, having a suite of marketing tools readily available and a team that supports them is attractive to advisors looking to transition.

Using Tech to Connect to Your Clients’ Kids and Grandkids

By Tanya Van Court is CEO & Founder of Goalsetter Fueled by a passion for technology, I charted my early career in Silicon Valley when...

AI & Finance™ | News for the Week Ending 5/3/24

Is AI in a Bubble? Any time an emerging technology captivates consumer attention and generates tremendous amounts of investor excitement, market watchdogs begin to ask...

AI EDUCATION: What is Llama 3?

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Publisher's Note: In our ongoing effort to educate our readers about everything AI, what's out there, and how it can be used, we select...

StratiFi joins forces with Altruist

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StratiFi, a risk management platform that provides wealth management firms and industry professionals with solutions for portfolio risk analysis, client risk profiling and compliance,...