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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

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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)

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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

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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”?

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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.

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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...