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The Week in Digital Wealth (8/6/24)
Utility continued to be the focus on all fronts, with partnerships forming a backbone for activities. Tech integrations were in focus, with niche segmentation...
FINTECH VIEWS: Active SEC Driving the Regtech Boom
Banks and other financial institutions have long been some of the most highly regulated businesses in the world. Yet, if it seems like the...
PreciseFP’s New Referral Program Wants More Advisors in the Fast Lane
Client engagement and data-gathering software PreciseFP is launching a peer referral program. Announced this week, the initiative seeks to harness the power of community-driven...
The Week in Digital Wealth (7/30/24)
Hot summer came with a few moves from the regulators alongside earnings season for the first half of 2024. Consumers were (once) again in...
AI & Finance™ | News for the Week Ending 7/26/24
Before we get to your financial artificial intelligence headlines in this week’s edition of AI & Finance, we should discuss the biggest technology news...
MARTECH MINUTES: Why Advisor Marketing Starts with Investor-Focused Content
Investor-focused content is pivotal to resonating with current clients because it helps ensure that the advisor speaks directly to them, addresses their diverse needs, and helps guide their financial decisions.
FINTECH VIEWS: Artificial Intelligence is Transforming Wealth and Asset Management
By John Sweeney, President, AlphaTrAI
“The companies that succeed … will be those that most effectively use AI. If you’re making maximum use of AI,...
The Week in Digital Wealth (7/16/24)
Collaborations continued to play a key factor in the industry, with new use cases taking center stage. Regulators played their role, this time from...
Decentralized Diaries for the Week of 7/16/24
The industry got (some) breathing space from regulators, giving room for a recuperation period, with recent political events dictating the pace of things. There...
AI & Finance™ | News for the Week Ending 7/12/24
There’s still plenty of financial artificial intelligence news to report, but we’re going to start this week’s AI & Finance with a confession of...