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AI ILLUMINATIONS: Who is Ready to get ONBOARD?
While the rapid advancements in financial technology will never completely replace a human Financial Advisor relationship, it is definitely changing the way wealth management firms work.
STANDARD DEVIATIONS PODCAST: Dr. Michael Finke – The Science of Happy Retirement
This week on the Standard Deviations Podcast, Dr. Daniel Crosby speaks with Dr. Michael Finke.
Michael Finke, PhD, CFP®, is Professor of Wealth Management, Director...
Advisor Tech Talk (Week of 8/08/23)
We’ve notched another big, busy week in the advisor tech space.
Perhaps the most interesting headline is that Tyrone Ross, an outspoken...
Decentralized Diaries for the Week of 8/7/23
The cryptospace's new normal without Gary Gensler's focus is weird but quiet.
Then again, the SEC will soon return with another fresh round of actions...
OpEd: Deception. Chaos. Can AI help?
Sometimes it's just too much.
We are talking information. Or, rather, the immense choices of information. How do you know which source (or financial index)...
WEALTHTECH INSIDER: How to Know It’s Time to Find a New Tech Provider
It’s common for advisors to have a love-hate relationship with their technology—most advisors got into the business out of a love of working with people or investment portfolios, not out of a love of using software.
OpEd: What Has Happened to the Financial Markets?
Notice a difference in the financial markets? Or, put another way, WTF is happening?
Sure, financial markets have always been in some sort of change...
AI ILLUMINATIONS: Spring Cleaning Your Wealth Tech
Technology used to last 20-25 years, but today, with so many apps and frameworks comprising your tech stack, it’s important to evaluate your technology every five to ten years.
LaSalle St.’s Technology Learning Center Adds Concierge Service
Last spring, the Chicago-area wealth management firm LaSalle St. announced a new Technology Learning Center which offered affiliated advisors a comprehensive set of learning...
Publisher Notes For 8/1/23
Friends, If you're like the majority of America, it has been HOT HOT HOT! Now as things cool down a touch, time to focus back on markets and news in the digital wealth sector, and we've got it for you right here. READ UP!!