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FINTECH VIEWS: Digital Marketing Best Practices for Financial Advisors

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Today’s financial advisors need to cut through the clutter and set themselves apart from the competition. To do so, they must go beyond occasional...

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...

FINTECH VIEWS: How Can People Control Their Data for a Profit?

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The Internet has changed lives but has risks and issues, with data taking center stage in current technologies. Successive iterations of the web as we...

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...

FINTECH VIEWS: The Tech Integration Evolution in Wealth Management

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As industry watchers have focused on the headline-inducing developments in wealth management – consolidation, private equity, breakaway advisors, the cost of capital – a...

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.

AI REGS & RISK: The Dark Side of AI, Part 1 – Global Risks...

By Greg Woolf, AI RegRisk Think Tank On April 18, Meta opened the floodgates of concern by choosing to open-source Llama 3. This model rivals...

MARTECH MINUTES: Bad Economy? Increase Your Advisor Marketing

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Digital Wealth News recently met with Teresa Leno, CEO and Founder of Fresh Finance, to gain her insights into what wealth industry organizations should be doing regarding marketing in a slow economy.

AI EDUCATION: What is Claude?

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Publisher's Note: In our ongoing effort to educate our readers about everything AI, we select a weekly topic to delve into in our AI...