This week on the Standard Deviations podcast, Dr. Daniel Crosby is joined by Shawn Sparks of Triad Partners Shawn Sparks has worked with hundreds of advisors through…
Recently, we sat down with Teresa Leno, CEO and Founder of Fresh Finance, to understand her take on vital approaches to help wealth organizations establish and showcase…
Recent Federal Reserve data indicates that the top 10% of families account for almost three-quarters of U.S. wealth. These affluent families have complex wealth manageme…
Bank VCs and Startups: A match made in ____? More and more banks are lending to startups- an action previously avoided in years gone by. But now, as bank legacy tech 'e…
It’s probably not happening in 2024, and thus, advisors should breathe a sigh of relief. As consumers continue to explore fintech and wealth tech for themselves, advis…
By Kristen Grau, CPA, CVA, CEPA, Executive Vice President More than a third of financial advisors managing 40% of industry assets are projected to retire by 2032.…
One of the first myths regarding artificial intelligence and finance we addressed after founding this feature months ago was the idea that AI would replace the human ele…
This week we continue our series on the top 5 VC-funded deals in AI. Funding rounds are starting to increase again for the AI sector. Perhaps an ebb a…
Each week we find a new topic for our readers to learn about in our AI Education column. This week, we are looking into the recently launched "Apple Intelligence" p…
By Greg Woolf, AI RegRisk Think Tank Remember how the internet was created as a wonderful tool to share information for the greater social good—connecting loved ones ac…
This is the longest lasting "tired market" EVER! The AI stocks are holding the S&P index up (and I'm very bullish on AI) but the majority of stocks are crap. I want to b…
It's a theory. A real stretch of a theory, too. But maybe not. All these years investors/traders have blamed summer for subdued and lackluster trading. Summer may be get…