Advisor Tech Talk (Week of 6/25/24)
Even during a holiday week, there were plenty of wealth management headlines to report. Sure, Juneteenth is relatively new as a federal holiday and some companies are…
Even during a holiday week, there were plenty of wealth management headlines to report. Sure, Juneteenth is relatively new as a federal holiday and some companies are…
The British are coming! The British are coming! We're terribly sorry, but since this week's top 5 list includes two UK companies, we simply couldn't resist that opener.…
This week on the Standard Deviations podcast, Dr. Daniel Crosby is joined by behavioral scientist Nuala Walsh. Nuala Walsh is a non-executive director, behavioral sci…
Effective martech can enhance your marketing efficiency, but as the industry evolves, it may be time to replace & update your martech stack. Here's seven red flags that…
This week we continue our series on the top 5 VC-funded deals in AI. As we've recently noted, funding rounds in AI seem to ebb and flow but we're starti…
We are now more than 19 months from generative AI surging into the public consciousness in a major way with the initial launch of Chat GPT, and it seems like artificial…
Each week we find a new topic for our readers to learn about in our AI Education column. This week we find inspiration in, of all things, politics. Now AI & pol…
Equity markets are getting ever more narrow. AI and tech stocks are masking a lot of underlying weakness. Hey, but who cares? We all know markets only go up, right? News…
Yikes! The artificial intelligence (AI) takeover is further along then we thought. Very subtle and, at times, seemingly under the radar, but it's under way. Oh, and as e…
Friends, have you considered voting for an AI for Congress? Well, it's happening in the UK for a Parliament seat. Meanwhile, we saw a MASSIVE $650M funding in the fina…
The industry shifted from embedded integrations to partnerships. Unveiled solutions (also) had a utility focus, solving customer-related problems (seamlessly). Head…
Industry ups and downs continued as simmering regulatory actions showed a slight slowdown. That said, safety is (still) an issue with rising security concerns. The he…