IAT - search results

The delivery of financial services and operational and risk management procedures can both be significantly improved by the use of artificial intelligence (AI), particularly machine learning (ML).

Continuing to believe inflation is "over" & the Fed will ease off on raising rates is like banking on the tooth fairy to come every night. You will run out of teeth pretty quickly.

Friends, no matter whether the markets are UP or DOWN, we continue to see major deals and huge movement in the digital wealth sector in all categories.  This week is no exception and we've got the news for you.  READ UP!

Most advisory firm revenues are tied to a fee collected on AUM and with inflation driving up costs, much of the wealth management industry is going to encounter some form of margin pressure.

By Christopher Robbins It was a very busy week in digital wealth, and to bring it to you...

By Christopher Robbins This week in advisor technology, AdvisorEngine launched new data visualization dashboards, while Cambridge announced new digital retirement-oriented marketing solutions...

The Parthenon Capital-backed independent RIA Choreo, which formerly operated as RSM US Wealth Management LLC, has partnered with San Diego-based FMG to launch a...

The end of the third quarter is Friday and there is CHAOS globally. I have been pointing out for months that inflation was NOT transitory, interest rates were going to spike higher, there IS a recession (global?) coming and financial markets ARE in a bear market.  No surprises here.

Friends, another topsy turvy week in the markets, but the news in the digital wealth sector just keeps coming.  We're seeing VC dollars trending lower, even while there's more partnerships forming and new product launches.  Innovation always marches forward, and that's especially true in fintech. READ UP!

By Christopher Robbins So much has happened in 2022 that we were almost allowed to forget it is hurricane season in the...