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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...

Top 5 VC Deals of the Week in Fintech (7/29/24)

A High Bar... As Q2 2024 VC funding reports compile, one thing remains clear: the funding outlook and deal closings remain unchanged....

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 EDUCATION: Are You Ready to Meet Your Digital Twin?

Each week we find a new topic for our readers to learn about in our AI Education column.  Part of the power of artificial intelligence technology is...

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...

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 EDUCATION: Yes, AI Hallucinates. Is That A Bad Thing?

Each week we find a new topic for our readers to learn about in our AI Education column.  Science fiction author Philip K. Dick titled one of...

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...

FINTECH VIEWS: Artificial Intelligence is Transforming Wealth and Asset Management

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By John Sweeney, President, AlphaTrAI “The companies that succeed … will be those that most effectively use AI.   If you’re making maximum use of AI,...