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Advisor Tech Talk (Week of 6/4/24)

The 100,000th Certified Financial Planner has been named, and she’s a 31-year-old millennial woman from Bedminster, N.J. named Simone Lee—a second-generation...

Top 5 VC Deals of the Week in Fintech (5/27/24)

Reset. Everyone needs time to reflect and reset once in awhile. A recent report by Paddle found that founders are doing just...

Advisor Tech Talk (Week of 5/27/24)

Every time we take a break from talking about the promise of future, we have a chance to discover how the...

5×5: Five Ways to Spend 5 Hours or Less a Week on Compliance

Have you heard the term “culture of compliance?” The idea is to boost employee buy-in for compliance by showing how it fuels long-term success. Beyond...

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

This week we continue our series on the top 5 VC-funded deals in AI. This week the funding amounts continued to come in under the...

AI & Finance™ | News for the Week Ending 5/24/24

Artificial intelligence in finance is going to change the way we think about and work with money—some of those changes will come quickly, others...

AI EDUCATION: What is Snapdragon AI?

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Each week we find a new topic for our readers to learn about in our AI Education column.  This week, we're delving into Snapdragon,...

Advisor Tech Talk (Week of 5/20/24)

Technology’s proliferation into wealth management is often viewed from a user experience perspective—we think of technology creative a better client or...

The Week in Digital Wealth (5/20/24)

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The industry continued its cross-partnerships with end users as the focus. This time, though, the AI conversation continued, with vertical integrations occurring everywhere. Headlines to...

How TIFIN AG Is Helping Wealth Enterprises Drive Net New Asset Growth From Their...

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At its core, TIFIN AG exists to bring more people into the world of financial advice. We achieve this by creating machine learning models that generate insights, signals, and intelligence to help wealth enterprises grow faster.