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The Week in Digital Wealth (6/18/24)
The industry shifted from embedded integrations to partnerships. Unveiled solutions (also) had a utility focus, solving customer-related problems (seamlessly).
Headlines to take note of:
The...
Decentralized Diaries for the Week of 6/18/24
Industry ups and downs continued as simmering regulatory actions showed a slight slowdown. That said, safety is (still) an issue with rising security concerns.
The...
STANDARD DEVIATIONS PODCAST: Shawn Sparks – The Advisor Transformation
This week on the Standard Deviations podcast, Dr. Daniel Crosby is joined by Shawn Sparks of Triad Partners
Shawn Sparks has worked with hundreds...
MARTECH MINUTES: Using Key Metrics To Quanitfy The Value of Marketing
Recently, we sat down with Teresa Leno, CEO and Founder of Fresh Finance, to understand her take on vital approaches to help wealth organizations establish and showcase the value of their marketing efforts.
Top 5 VC Deals of the Week in Fintech (6/18/24)
Bank VCs and Startups: A match made in ____?
More and more banks are lending to startups- an action previously avoided in...
Advisor Tech Talk (Week of 6/18/24)
It’s probably not happening in 2024, and thus, advisors should breathe a sigh of relief.
As consumers continue to explore fintech and...
FINTECH VIEWS: Selling Your Financial Practice
By Kristen Grau, CPA, CVA, CEPA, Executive Vice President
More than a third of financial advisors managing 40% of industry assets are projected to retire by...
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...
Top 5 VC Deals of the Week in AI (6/14/24)
This week we continue our series on the top 5 VC-funded deals in AI.
Funding rounds are starting to increase again for the AI sector. ...
AI EDUCATION: What is Apple Intelligence?
Each week we find a new topic for our readers to learn about in our AI Education column.
This week, we are looking into...