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Advisor Tech Talk (Week of 3/18/24)
Yes, AI might be responsible for the hottest news in the advisor tech universe, but blockchain, cloud and conventional roboadvisors still...
Decentralized Diaries for the Week of 3/18/24
Industry maturity is a given. How far things have come signals the emergence of a new normal.
That said, legal issues are still a thing,...
The Taylor Market Report (3/12/24)
Spoiler alert; very sad to report that the "Never Bitcoiners" have been wrong...again. Their hopes for BTC going to zero are diminishing. Michael Saylor (Chmn of Microstrategy) just bought another $800M of Bitcoin. He's the man.
AdvizorStack: An Outsourced CTO for Small- to Midsized RIAs
Throughout his 30+ year financial services career, AdvizorStack CEO Paul DeMaio never considered himself a disruptor. All that changed in 2022, when Paul, along...
Advisor Tech Talk (Week of 3/11/24)
As fintech continues to proliferate and transforms the wealth management landscape, advisors are engaged in not one, but multiple arms races.
The...
The Week in Digital Wealth (3/11/24)
Data Data Data!
Data (it seems) is the new industry buzzword, with automated solutions providing a context for several use cases. Meanswile, AI continued to...
AI EDUCATION: What is the Difference Between Artificial Intelligence & Machine Learning (AI/ML)?
We thought it would be interesting for our readers to get a good grasp on the definitions of "artificial intelligence" and "machine learning" in...
AI & Finance™ | News for the Week Ending 3/8/24
Once again, we have a rather large and long list of financial artificial intelligence-related headlines and announcements this week. And once again, it’s only...
AI EDUCATION: What is Generative AI?
In our ongoing series "AI EDUCATION", we delve into various topics around artificial intelligence to help our readers better understand the sector, because it's...
Advisor Tech Talk (Week of 3/04/24)
News from big fintechs bolsters another busy lineup of advisor technology headlines for this week, with announcements from the likes of...