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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...
AI EDUCATION: What Is AI-Washing?
Each week we find a new topic for our readers to learn about in our AI Education column.
This week we were inspired by our AI &...
AI: A Millennial Perspective
By Nicole Nieves, Penn State Journalilsm Major
I’ve never known a world without technology. I was born the same year as the Apple iPod mini...
FINTECH VIEWS: Leadership 101 – Is Mastery of Digital Solutions a Prerequisite?
Empowering others to succeed is the essence of leadership. For asset managers and investment professionals in—or near—the C-suite at their firms, this mandate extends...
Compliance Technology Firm Smarsh Strengthens Partnership with Verizon
Digital communications and compliance firm Smarsh has strengthened its 10-year partnership with Verizon by making it easier for Verizon customers that are required to...
The Taylor Market Report (7/9/24)
Flashback; 1987. The stock market did almost exactly what is going on now. Everyday all through the summer the market edged higher and higher. No reason, it just did. Then, in October, wham, 25%-30% downside.
DWN Publisher Notes For 7/10/24
Friends, we hope you got some vacay time in last week. We're currently hunkered down for a heat dome here in Montana. Meanwhile, we're reminded that with all the ongoing chaos in markets and politics, your mantra should be "Don't Worry, Be Happy"...READ UP!!
What? Me Worry? Why?
Surrender. Its the only way to stay sane (if that's possible).
Why get all wrapped up in the news, which shifts hourly, and try...
FINTECH VIEWS: Could Risk Tolerance Technology Be the Key to Stronger Client Relationships?
Prominent industry juggernauts are bringing risk tolerance squarely into the financial planning conversation from its prior position as a compliance afterthought.
WEALTHTECH 3.0: Why RIAs Need to Pay Attention to Next Generation Entrepreneurs
Advisors have generally focused succession planning on the familiar: a white male business owner seeking a payout through an exit of some sort. However, there’s a significant shift in who’s wealthy.