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Election 2024. Is a Gray Swan Really a Black Swan in Disguise?
WARNING: This article is rated PG-13. It is NOT meant to be political and may best be read with a cold bottle of vodka...
Advisor Tech Talk (Week of 5/6/24)
There’s nothing like a good surprise to keep us humble and ready to learn, and there’s a nice surprise embedded in...
The Week in Digital Wealth (5/6/24)
Things continued (as usual) with the industry taking on AI expansions and integrations. That said, other integrations were (also) in play, while compliance remained...
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...