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MARTECH MINUTES: Why Becoming a Thought Leader is Vital for Advisors
When your target audience considers you a thought leader who provides answers and knowledge relevant to their circumstances, you've won against your competition.
Advisor Tech Talk (Week of 6/11/24)
Fifteen years ago an Old El Paso commercial about whether a family should eat hard or soft tacos became a lasting...
Top 5 VC Deals of the Week in Fintech (6/11/24)
A new player emerges...
This week, the finance industry weighed in on the newest player in the game—the Texas Stock Exchange (this...
Vestmark and PureFacts Partnership Optimizes Billing for Wealth Management Industry
Fintech firms Vestmark, Inc., a provider of wealth management software and services, and PureFacts Financial Solutions, which delivers revenue management, enterprise reporting, and insights...
STANDARD DEVIATIONS PODCAST: Robert Sofia – A Comprehensive Guide to Financial Advisor Marketing
This week on the Standard Deviations podcast, Dr. Daniel Crosby is joined by Robert Sofia of Snappy Kraken.
Robert Sofia is the CEO of...
Emerging Asset Management Leaders to Gather for MMI Annual Seminar
The Money Management Institute (MMI) is set to hold its annual Leadership Pathway Seminar from June 12-14, 2024, at the Hilton Denver City Center....
AI & Finance™ | News for the Week Ending 6/7/24
Months after launching AI and Finance, the world is still in the extremely early stages of integrating artificial intelligence technology with the financial services...
AI EDUCATION: What is Voice Cloning?
Each week we find a new topic for our readers to learn about in our AI Education column.
This week, we are looking into...
First Rate Announces Investment and Strategic Partnership with Fispoke
Arlington, TX – June 5, 2024 – First Rate, a global leader in WealthTech providing AI reporting and compliance services for the wealth management...
Top 5 VC Deals of the Week in AI (6/7/24)
This week we continue our series on the top 5 VC-funded deals in AI.
Now for the fourth week in a row, the VC funding...