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Advisor Tech Talk (Week of 2/6/24)

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It was another busy week in advisor-facing wealth tech, with a few big names dropping interesting announcements.  In this week’s Advisor Tech...

ESG Investing in 2024: The Role of AI/ML

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Like it or not, in 2024, the financial landscape has been significantly reshaped by two key trends: the rise of ESG (Environmental, Social, and...

AI ILLUMINATIONS: Overcoming Fear of Automation

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IFFY.ai’s goal is to help businesses transform themselves into technology-powered ‘autonomous organizations,’ which are all about efficiencies, consistency, and greater experiences.

Advisor Tech Talk (Week of 1/29/24)

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This week in advisor tech news, we have several big tech-oriented studies and research projects publishing, including T3’s annual advisor tech...

Rethink. Financial Advice Podcast: Do you Have Partners or Vendors, With Brad Johnson

Should financial advisors expect more from the vendors they partner with?  Advisors tend to be bombarded from vendors with all types of solutions, products,...

AI & Finance™: News for the Week Ending 2/2/24

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In this week’s 'AI & Finance' column, we have a lot of artificial intelligence-related news from the regtech, proptech, insuretech, martech and lendtech sectors...

AI FORECASTING REPORT Series Introduction

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By Terry Kades, BlueWave Forecasting If AI is not the magic wand, what is? Where to invest, what to expect, when to enter and exit? And...

AI & Finance™ Announcement

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Publisher's Note: Friends, we're launching a new media brand called AI & Finance™, and the weekly column you're reading below (originally published on 1/24/24)...

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,...