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Advisor Tech Talk (Week of 4/1/24)

Today’s Advisor Tech Talk should stand as an example of the momentum behind wealth management technology.  See, it being “spring break” week...
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DWN Publisher Notes For 3/27/24

Friends, my AI-generated March Madness bracket is FLAILING! My husband is ranking well ahead of me in our charity pool and GLOATING over it! Meanwhile, check out our post with the Easter Bunny, who has some "eggs of thought" for you this week!  We wish all who observe the Easter holiday a beautiful celebration.

Advisor Tech Talk (Week of 3/25/24)

There’s a lot of money in motion in 2024, and it’s not just in mergers and acquisitions or retirement rollovers.  No, this...

MARTECH MINUTES: 7 Strategies to Infuse Diversity into Finance Content

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Diversity is vital in every facet of life and must be so in finance content. Understanding this, infusing diversity into your finance content is essential to appeal to a broader audience spectrum

REAL CLEAR CRYPTO: New Crypto Taxes in 2025

In the ever-evolving landscape of cryptocurrency, the Biden administration's budget proposal for 2025 has sparked significant interest and debate.

AI & Finance™ | News for the Week Ending 3/22/24

We try to cast a broad net when unearthing the latest and greatest financial artificial intelligence news each week—but as the weeks progress, we’re...

AI EDUCATION: How Artificial Intelligence is Being Used in the Educational Ecosystem

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In an era where technological advancements are rapidly transforming every aspect of our lives, education stands as no exception. Artificial Intelligence (AI), once a...

MARTECH MINUTES: The Tools Marketers Must Have in Their Toolbox

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This year will likely witness a surge in demand for various types of marketing software that can effectively address an organization's emerging needs.

Advisor Tech Talk (Week of 3/18/24)

Yes, AI might be responsible for the hottest news in the advisor tech universe, but blockchain, cloud and conventional roboadvisors still...

AI & Finance™ | News for the Week Ending 3/15/24

Artificial intelligence has the ability to help transform the way people live—financially speaking, it’s already subtly changing the way we earn, spend, save and...