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Advisor Tech Talk (Week of 7/2/24)
Artificial intelligence is everywhere, but not everywhere in wealth management—yet.
In fact, as we frequently note in our weekly AI & Finance...
AI & Finance™ | News for the Week Ending 6/28/24
We write a lot about the positives and potential of artificial intelligence because it’s fun to envision the future and watch it unfold and...
AI EDUCATION: What Is Perplexity?
Each week we find a new topic for our readers to learn about in our AI Education column.
This week we were inspired by a conversation with...
AI REGS & RISK: AI Unleashed – Moving Markets and other Unintended Consequences
By Greg Woolf, AI RegRisk Think Tank
Picture this: It's the year 2030. A top wealth management firm rolls out an AI trading algorithm that...
Attend The Founders Arena Spring WealthTech Accelerator Demo Day
Join us for an exciting evening at the Founders Arena Spring WealthTech Accelerator Demo Day! This event will showcase the six innovative WealthTech startups in the Spring 2024 Cohort.
Top 5 VC Deals of the Week in Fintech (6/25/24)
The British are coming! The British are coming!
We're terribly sorry, but since this week's top 5 list includes two UK companies,...
FINTECH VIEWS: Selling Your Financial Practice
By Kristen Grau, CPA, CVA, CEPA, Executive Vice President
More than a third of financial advisors managing 40% of industry assets are projected to retire by...
AI REGS & RISK: Could AI Run Amok? Some People Are Starting to Think...
By Greg Woolf, AI RegRisk Think Tank
Remember how the internet was created as a wonderful tool to share information for the greater social good—connecting...
DWN Publisher Notes For 6/12/24
Friends, we had an amazing trip to TX (except for the Nvidia stock split, but that's a diff story), and now we're back at it! Meanwhile the TX Stock Exchange was announced and it seems like fintech & AI keep rolling, despite ongoing geopolitical uncertainty...READ UP!
MARTECH MINUTES: Why Becoming a Thought Leader is Vital for Advisors
When your target audience considers you a thought leader who provides answers and knowledge relevant to their circumstances, you've won against your competition.