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REAL CLEAR CRYPTO: The “Distraction” of Bitcoin as a Currency

Just like our ancestors used precious metals & real estate to store wealth, the modern generation has found a new avenue - Bitcoin. Michael Saylor has suggested that BTC might serve as an efficient wealth store for many.

MARTECH MINUTES: The Deal on Content Marketing

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72% of online marketers describe content creation as their most effective SEO tactic, which helps potential clients find an advisor when searching online.

Fresh Finance and Wealth Management GPT Announce Integration

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Fresh Finance, a leading financial technology company, has forged a strategic alliance with Wealth Management GPT, a global provider of generative AI solutions for...

Tim Bowman Becomes New Chief Financial Officer for Realta Wealth

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Tim Bowman has been hired as the new Chief Financial Officer for Realta Wealth, an independent wealth management firm run by CEO Kevin Keefe....

STANDARD DEVIATIONS PODCAST: Not Being Dumb Beats Being Brilliant

This week on Standard Deviations, Dr. Daniel Crosby offers a sneak preview of an essay from his upcoming book, The Soul of Wealth. Educated...

AI EDUCATION: What is the Difference Between Artificial Intelligence & Machine Learning (AI/ML)?

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We thought it would be interesting for our readers to get a good grasp on the definitions of "artificial intelligence" and "machine learning" in...
NEWS BRIEF 4

Marshall Wealth Management Group Becomes Novus Wealth Group

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Marshall Wealth Management Group, a full-service independent wealth management firm, announced this week that it rebranded to Novus Wealth Group. The firm chose its name...

Householder Group Surpasses $1 Billion in New Client Assets with Latest Acquisitions

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Householder Group Estate and Retirement Specialists, an independent financial planning firm, has achieved a significant milestone in its growth trajectory by surpassing $1 billion...

AI & Finance™ | News for the Week Ending 3/8/24

Once again, we have a rather large and long list of financial artificial intelligence-related headlines and announcements this week. And once again, it’s only...

AI EDUCATION: What is Generative AI?

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In our ongoing series "AI EDUCATION", we delve into various topics around artificial intelligence to help our readers better understand the sector, because it's...