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Advisor Tech Talk (Week of 7/2/24)
Artificial intelligence is everywhere, but not everywhere in wealth management—yet.
In fact, as we frequently note in our weekly AI & Finance...
AI & Finance™ | News for the Week Ending 6/28/24
We write a lot about the positives and potential of artificial intelligence because it’s fun to envision the future and watch it unfold and...
AI REGS & RISK: AI Unleashed – Moving Markets and other Unintended Consequences
By Greg Woolf, AI RegRisk Think Tank
Picture this: It's the year 2030. A top wealth management firm rolls out an AI trading algorithm that...
Disinformation vs. Common Sense
Are you ready? If not, get ready. The second half of the year, which includes an election (hopefully), will be saturated with disinformation. Or,...
The Week in Digital Wealth (6/25/24)
An increase in partnerships and launches was noted, with a regulatory light touch that allowed for improved collaborations. The end user may have a...
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.
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,...
The AI Takeover. It’s Only Just Begun.
Yikes! The artificial intelligence (AI) takeover is further along then we thought. Very subtle and, at times, seemingly under the radar, but it's under...
AI & Finance™ | News for the Week Ending 6/14/24
One of the first myths regarding artificial intelligence and finance we addressed after founding this feature months ago was the idea that AI would...