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The Week in Digital Wealth (10/15/24)

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New solutions continued to emerge in tandem with partnerships. Election concerns did little to calm fever-pitch activity. Regulators took a proactive approach. Headlines to take...

MARTECH MINUTES: How to Build a Wealth Industry MarTech Stack

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With the advancement of technology, wealth organizations have access to a wide range of marketing software to help them reach their target audience, maintain client relationships, and work toward their goals.

AI REGS & RISK: More AI, More Power

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By Greg Woolf, AI RegRisk Think Tank AI Soars Free of Regulations California Governor Gavin Newsom recently vetoed Senate Bill 1047, which aimed to provide guidelines...

The Taylor Market Report (10/8/24)

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It might just be that the month of October is going to be a big nothing, sprinkled with a touch of bullishness and a dab of bearishness. Very nervous and skittish. What with wars, geopolitical events, election uncertainty and a slew of possible black swan events, sitting on your hands and doing nothing is the correct action.

Decentralized Diaries for the Week of 10/9/24

Adoption continued gaining ground while risks remained. Volatility is (reportedly) on the decline as the crypto industry becomes mature. The headlines: CZ continued to make...

The Week in Digital Wealth (10/9/24)

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Utility took over last week's industry convo, with new features improving end-user experiences. Integrations also moved in that direction. Partnerships focused on cost reduction...

Advisor Tech Talk (Week of 10/9/24)

I know that it might seem like we say this a lot at Digital Wealth News, but this was an extraordinary...

STANDARD DEVIATIONS PODCAST: Cady North – The Art of Sabbatical

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Cady North, Founder and CEO of North Financial Advisors Cady North...

AI EDUCATION: What Is An AI Model?

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Each week we find a new topic for our readers to learn about in our AI Education column.  "You keep using that word, I do not think...

AI & Finance™ | News for the Week Ending 10/04/24

A big week in wealth management and wealthtech news did not equate to a bigger week in financial artificial intelligence headlines, but as usual,...