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Decentralized Diaries for the Week of 5/6/24
This period marks a significant shift in the cryptocurrency industry, with the departure of influential figures who once seemed invincible.
The landscape is evolving,...
Top 5 VC Deals of the Week in Fintech (5/6/24)
How much VC capital is enough?
When searching Google for "how much VC capital a startup needs to launch," Google displays "how...
MARTECH MINUTES: How to Grow AUM – Internal Advisor Marketing Departments
With the model of advisor marketing services woven into the company's culture, having a suite of marketing tools readily available and a team that supports them is attractive to advisors looking to transition.
Using Tech to Connect to Your Clients’ Kids and Grandkids
By Tanya Van Court is CEO & Founder of Goalsetter
Fueled by a passion for technology, I charted my early career in Silicon Valley when...
STANDARD DEVIATIONS PODCAST: Lindsey Lewis – Women and Money
This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Lindsey Lewis.
Lindsey Lewis has built a career around women and...
AI & Finance™ | News for the Week Ending 5/3/24
Is AI in a Bubble?
Any time an emerging technology captivates consumer attention and generates tremendous amounts of investor excitement, market watchdogs begin to ask...
AI EDUCATION: What is Llama 3?
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
StratiFi, a risk management platform that provides wealth management firms and industry professionals with solutions for portfolio risk analysis, client risk profiling and compliance,...
FusionIQ Introduces FIQ Freedom for Breakaway Advisors
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...