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AI EDUCATION: What is Llama 3?

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Publisher's Note: In our ongoing effort to educate our readers about everything AI, what's out there, and how it can be used, we select...

Top 10 VC Deals of the Week in AI (5/3/24)

This week we continue our series on the top VC-funded deals in AI. We promised early on with the launch of AI & Finance™  that...

StratiFi joins forces with Altruist

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StratiFi, a risk management platform that provides wealth management firms and industry professionals with solutions for portfolio risk analysis, client risk profiling and compliance,...
NEWS BRIEF 3 Industry

FusionIQ Introduces FIQ Freedom for Breakaway Advisors

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FusionIQ, a provider of cloud-based wealth management solutions, recently launched FIQ Freedom on the FusionIQ One platform. FIQ Freedom was created to provide advisors...

Sanctuary Wealth Acquires tru Independence

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Sanctuary Wealth, the Indianapolis-based wealth management firm, has acquired tru Independence, a Portland, Oregon-based enterprise that supports 30 RIA firms managing $12.5 billion in...

AI REGS & RISK: Industry-wide Insights on AI

By Greg Woolf, AI RegRisk Think Tank We recently moderated a roundtable at an AI for Executives conference focused on executive-level implications of AI adoption,...

The Taylor Market Report (4/30/24)

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I love BITCOIN and ETH and have for a very long time. Long term holder. BUT, now is not the time to be in BTC or ETH. Lighten up or be out. Things are getting nasty.  I just can't be short, so I am neutral.
zCindy-New

DWN Publisher Notes For 5/1/24

Friends, we have some fascinating content this week - including a look at the difference between financial wellness and financial independence, how women are evolving the wealthtech industry (and the challenges they still face) and two very different but compelling looks at the marketing landscape in the finserv currently. READ UP!

STANDARD DEVIATIONS PODCAST: Dr. Thomas Mathar – Financial Wellness vs. Financial Independence

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Dr. Thomas Mathar. Dr. Thomas Mathar, from Hamburg and now...

WEALTHTECH 3.0: Women in WealthTech | Changing the Narrative

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In a recent interview with Pamela Cytron, President of The Founders Arena, we discussed women in wealthtech, unconscious bias, female founder mentorship opportunities, and securing funding.