This week on the Standard Deviations podcast, Dr. Daniel Crosby is joined by Phil Bray, Founder and Director of The Yardstick Agency, a firm that stands at the forefront…
Since every investor has different financial objectives, risk appetites, and investment preferences, the starting point in acquiring them begins with imparting financial…
Collaborations continued to play a key factor in the industry, with new use cases taking center stage. Regulators played their role, this time from a consumer protection…
The industry got (some) breathing space from regulators, giving room for a recuperation period, with recent political events dictating the pace of things. There was a lo…
What a huge news week. Even in the realm of wealth technology, there was a lot going on. Of course, the biggest news of the week were political stories where headlines…
B.C., A.D., AI? In historical dating, keeping track of significant events on the evolutionary timeline has for centuries fallen into two categories: B.C. and A.D. A.D.…
This week we continue our series on the top 5 VC-funded deals in AI. We took the week off last week for the July 4 holiday but, boy oh boy, the VC world…
There’s still plenty of financial artificial intelligence news to report, but we’re going to start this week’s AI & Finance with a confession of our own: We…
Each week we find a new topic for our readers to learn about in our AI Education column. This week we were inspired by our AI & Finance news column from last wee…
By Nicole Nieves, Penn State Journalilsm Major I’ve never known a world without technology. I was born the same year as the Apple iPod mini was introduced - back in 2…
Empowering others to succeed is the essence of leadership. For asset managers and investment professionals in—or near—the C-suite at their firms, this mandate extends be…
Digital communications and compliance firm Smarsh has strengthened its 10-year partnership with Verizon by making it easier for Verizon customers that are required to ca…