MARTECH MINUTES: Marketing Compliance in the Wealth Industry |5 Best Practices
Due to the industry's highly regulated nature, marketing efforts must adhere to strict compliance standards to ensure that all communications with the public are within…
Due to the industry's highly regulated nature, marketing efforts must adhere to strict compliance standards to ensure that all communications with the public are within…
By Michael Partnow The highly anticipated Netflix release of the latest Beverly Hills Cop did not disappoint! If you are looking for an action-packed comedy – look no f…
This week we continue our series on the top 5 VC-funded deals in AI. More big funding in the AI sector this week with our top funded deal coming in at $…
Each week we find a new topic for our readers to learn about in our AI Education column. Part of the power of artificial intelligence technology is that it can learn…
Before we get to your financial artificial intelligence headlines in this week’s edition of AI & Finance, we should discuss the biggest technology news of the past w…
The next few months leading up to the November election are going to be full of surprises. Economic numbers are going to be a lot less meaningful as the focus becomes "p…
Friends, last week's Publisher Notes went a bit viral. Was it my reference to skateboarding cats? In that case, how about a parrot/guitar duo? Meanwhile, as the world g…
Understatement. There is a helluva lot going on. No matter where you look there are dramas unfolding, political shenanigans, geopolitical events and on and on. During su…
The back-office software provider Docupace has new financial partners. The Homel, New Jersey-based fintech firm announced a “strategic majority investment” from Genstar…
Investor-focused content is pivotal to resonating with current clients because it helps ensure that the advisor speaks directly to them, addresses their diverse needs, a…
The usual launches continued alongside partnerships and integrations. Interestingly, compliance efforts by the government increased (slightly). Headlines to take no…
Industry regulatory enforcement actions continued to simmer down. Political influence in the crypto community is real. That said, settlements were in play. The headli…