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Decentralized Diaries for the Week of 6/11/24

The industry settled in with ongoing legislative discourses at the fore. However, things are far from settled, with the November elections looming over everything....

MARTECH MINUTES: Why Becoming a Thought Leader is Vital for Advisors

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When your target audience considers you a thought leader who provides answers and knowledge relevant to their circumstances, you've won against your competition.

Advisor Tech Talk (Week of 6/11/24)

Fifteen years ago an Old El Paso commercial about whether a family should eat hard or soft tacos became a lasting...

AI & Finance™ | News for the Week Ending 6/7/24

Months after launching AI and Finance, the world is still in the extremely early stages of integrating artificial intelligence technology with the financial services...

AI EDUCATION: What is Voice Cloning?

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Each week we find a new topic for our readers to learn about in our AI Education column.  This week, we are looking into...

Top 5 VC Deals of the Week in AI (6/7/24)

This week we continue our series on the top 5 VC-funded deals in AI. Now for the fourth week in a row, the VC funding...

Decentralized Diaries for the Week of 6/4/24

Legislation had twists and turns, with the Federal Government giving little indication of its (proper) intentions. That did not stop some government agencies from...

WEALTHTECH 3.0: Going Beyond the Tech

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While traditional 'branding' is a familiar concept, building a personal brand for the founder and key team members is a distinct endeavor and extends beyond the company and the logo, beginning with integrity.

Advisor Tech Talk (Week of 6/4/24)

The 100,000th Certified Financial Planner has been named, and she’s a 31-year-old millennial woman from Bedminster, N.J. named Simone Lee—a second-generation...

AI & Finance™ | News for the Week Ending 5/31/24

When technology moves as quickly as artifical intelligence in finance has over recent months, it begins stretching and distorting our civic and cultural codes...