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Advisor Tech Talk (Week of 2/13/24)
Wealth technology is continuing to evolve, and we’re here to help you decipher it.
Of course it was another busy week in...
Decentralized Diaries for the Week of 2/12/24
How far can things explode in the cryptospace?
That's a question for another day because prices are going through the roof despite regulatory pressures;
...
Anchorage Digital Bank and FusionIQ Partner to Offer Regulated Crypto to Financial Advisors and...
Thanks to a new partnership between crypto platform Anchorage Digital and FusionIQ, the cloud-based wealth management solutions provider, financial advisors and firms now have...
STANDARD DEVIATIONS PODCAST: Giving is the Path to Abundance (from the Soul of Wealth)
This week on Standard Deviations, Dr. Daniel Crosby offers a sneak preview of an essay from his upcoming book, The Soul of Wealth.
Educated...
STANDARD DEVIATIONS PODCAST: Jon Dauphine – The Case for Pro Bono Financial Planning
This week on Standard Deviations, Dr. Crosby is joined by Jon Dauphiné, who leads the Foundation for Financial Planning’s (FFP) efforts to develop and...
AI & Finance™ | News for the Week Ending 2/16/24
Most advisors probably have yet to use generative artificial intelligence in their day-to-day work experience—in fact, in a recent survey from Totumai and 8...
AI and Blockchain: A New Frontier in Institutional Finance
In the rapidly evolving world of technology, two innovations have emerged as game-changers: Artificial Intelligence (AI) and blockchain.
Both technologies have been making waves individually,...
AI & Finance™ | News for the Week Ending 2/9/24
A lot is happening in the AI universe – so much that it doesn’t make sense for us to single out any particular piece...
DWN Publisher Notes For 2/6/24
Friends, our first week of our new brand "AI & Finance™" was a smashing success, with over 12,000 opens of our first newsletter and on a weekend, too! Meanwhile, let's see if AI can "rescue" us...READ UP!!
MARTECH MINUTES: Tips for ‘Vetting’ an Advisor Communications Solution
A communications strategy has become crucial to modern business operations in the finance industry to streamline communications and campaigns, automate repetitive tasks, and make data-driven decisions.