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Advisor Tech Talk (Week of 6/25/24)
Even during a holiday week, there were plenty of wealth management headlines to report.
Sure, Juneteenth is relatively new as a federal...
MARTECH MINUTES: 7 Signs Your Marketing Technology is Failing You
Effective martech can enhance your marketing efficiency, but as the industry evolves, it may be time to replace & update your martech stack. Here's seven red flags that signal it's time to replace your Martech stack.
Top 5 VC Deals of the Week in AI (6/21/24)
This week we continue our series on the top 5 VC-funded deals in AI.
As we've recently noted, funding rounds in AI seem to ebb...
AI & Finance™ | News for the Week Ending 6/21/24
We are now more than 19 months from generative AI surging into the public consciousness in a major way with the initial launch of...
AI EDUCATION: What Is “AI STEVE”?
Each week we find a new topic for our readers to learn about in our AI Education column.
This week we find inspiration in, of all things,...
DWN Publisher Notes For 6/19/24
Friends, have you considered voting for an AI for Congress? Well, it's happening in the UK for a Parliament seat. Meanwhile, we saw a MASSIVE $650M funding in the financial research sector this past week. The news continues, even during the "slow" summer months...READ UP!
FINTECH VIEWS: How Technology Is Propelling Success in Multi-Family Offices
Recent Federal Reserve data indicates that the top 10% of families account for almost three-quarters of U.S. wealth. These affluent families have complex wealth management
needs.
Top 5 VC Deals of the Week in AI (6/14/24)
This week we continue our series on the top 5 VC-funded deals in AI.
Funding rounds are starting to increase again for the AI sector. ...
AI EDUCATION: What is Apple Intelligence?
Each week we find a new topic for our readers to learn about in our AI Education column.
This week, we are looking into...
DWN Publisher Notes For 6/12/24
Friends, we had an amazing trip to TX (except for the Nvidia stock split, but that's a diff story), and now we're back at it! Meanwhile the TX Stock Exchange was announced and it seems like fintech & AI keep rolling, despite ongoing geopolitical uncertainty...READ UP!