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Decentralized Diaries for the Week of 7/30/24

Last week (ended) on a positive note for the industry, with regulatory approvals balancing out enforcement actions. Institutional adoption is rising, with scam risks...

Advisor Tech Talk (Week of 7/30/24)

Move over millennials, Gen Z is taking over—and in this edition of Advisor Tech Talk, we’ll take a moment to consider...

MARTECH MINUTES: Marketing Compliance in the Wealth Industry |5 Best Practices

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Due to the industry's highly regulated nature, marketing efforts must adhere to strict compliance standards to ensure that all communications with the public are within legal and ethical boundaries.

AI & Finance™ | News for the Week Ending 7/26/24

Before we get to your financial artificial intelligence headlines in this week’s edition of AI & Finance, we should discuss the biggest technology news...

MARTECH MINUTES: Why Advisor Marketing Starts with Investor-Focused Content

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Investor-focused content is pivotal to resonating with current clients because it helps ensure that the advisor speaks directly to them, addresses their diverse needs, and helps guide their financial decisions.

Advisor Tech Talk (Week of 7/23/24)

There was quite a bit of financial advisor-related wealth tech news this week, but to start out this edition of Advisor...

AI REGS & RISK: AI and Data Privacy – The Modern Challenge

By Greg Woolf, AI RegRisk Think Tank AI and Data Privacy is becoming a hot topic in the world of technology, finance and government. With...

AI & Finance™ | News for the Week Ending 7/19/24

Not everything about the adoption of artificial intelligence in the financial industry is going to be a net positive for the world.  Let’s dig into...

Smarsh Works With OpenAI to Create Solution for ChatGPT Enterprise Compliance

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Smarsh, a Portland, Oregon-based provider of communications data and intelligence technology, announced it has worked with OpenAI to create a solution for enterprises in...

FINTECH VIEWS: If You Think You’re Protected From Cyber Attacks…Think Again

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According to the U.S. Internet Crime Complaint Center, cybercrime results in more than $12 billion per year in damages in America alone. The finance...