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WEALTHTECH 3.0: Going Beyond the Tech
While traditional 'branding' is a familiar concept, building a personal brand for the founder and key team members is a distinct endeavor and extends beyond the company and the logo, beginning with integrity.
MARTECH MINUTES: Delivering on Client Expectations
Client expectations have dramatically changed over the past few years. Marketing professionals are now responsible for demonstrating how the organization and its advisors aim to improve a client's financial wellness.
Advisor Tech Talk (Week of 6/4/24)
The 100,000th Certified Financial Planner has been named, and she’s a 31-year-old millennial woman from Bedminster, N.J. named Simone Lee—a second-generation...
Top 5 VC Deals of the Week in Fintech (6/4/24)
Keeping an Eye on AI...
A flurry of funding continues to flow into startups and those enhancing their products with 'AI infusion'...
FINTECH VIEWS: Digital Marketing Best Practices for Financial Advisors
Today’s financial advisors need to cut through the clutter and set themselves apart from the competition. To do so, they must go beyond occasional...
MMI Executive IQ Capstone Innovation Project Develop Solutions
The Money Management Institute (MMI) announced the 2024 finalists and winners of the organization’s Executive IQ Capstone Innovation Project. The final project of the...
SLK Private Wealth Brings $300 Million Team to Sanctuary Wealth Network
SLK Private Wealth, a Sanctuary Wealth partner firm, has added Los Angeles-based advisors Adam Weinstock, CFP® and Eleanor Weinstock to the practice. The team...
Top 5 VC Deals of the Week in AI (5/31/24)
This week we continue our series on the top 5 VC-funded deals in AI.
For the third week in a row, the VC funding amounts...
AI EDUCATION: What (or Who) is Sophia?
Each week we find a new topic for our readers to learn about in our AI Education column.
This week, we're delving into Sophia,...
AI REGS & RISK: The Dark Side of AI, Part 2 – Open Foundation...
By Greg Woolf, AI RegRisk Think Tank
Welcome back to the dark side of AI! In our last column, we discussed the high-level global risks...