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STANDARD DEVIATIONS PODCAST: Dr. Daniel Crosby – Emotions and Money; If You Can’t Beat...
This week on Standard Deviations, Dr. Daniel Crosby shares an unreleased essay from his new book, The Soul of Wealth.
Educated at Brigham Young...
FINTECH VIEWS: Fighting the Good Fight – Q&A with Cambridge’s Larry Casey
The wealth management industry continues to invest in sophisticated tools, practices and policies to protect clients from data breaches and other security threats. The...
MARTECH MINUTES: AI-Generated Images-Potential Implications for Wealth Organizations
As artificial intelligence continues to evolve, so does its potential for generating images, creating implications for many industries, including wealth organizations.
Top 5 VC Deals of the Week in Fintech (10/29/24)
Elections and Deals
According to research by Crunchbase, venture funding appears to follow a similar pattern to the Presidential Election Cycle Theory....
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...
Disrupting Wallets: FusionIQ Brings Wealth Management Into Everyday Transactions
The gap between digital payments and wealth management has long stood out as a conspicuous void – but one wealthtech provider is taking the...
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...
Top 5 VC Deals of the Week in AI (10/25/24)
This week we continue our series on the top 5 VC-funded deals in AI.
This past week was an active one for venture funding in...
The Week in Digital Wealth (10/22/24)
"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...