Arlington, TX – June 5, 2024 – First Rate, a global leader in WealthTech providing AI reporting and compliance services for the wealth management industry, today announc…
This week we continue our series on the top 5 VC-funded deals in AI. Now for the fourth week in a row, the VC funding amounts for AI are "modest" by for…
With summer just getting under way and vacation time picking up, I continue to stress the need for market neutrality......EXCEPT BITCOIN. Gold is off for the week, ETH i…
This is a re-post from a few months ago. Traveling this week. Many articles are surfacing concerning Fed Chair J Powell and his dilemma on whether to cut interest rates…
Last week, there was a marked shift towards innovation, with ideas taking over the space. That said, there were higher cases of regulation which changed the outlook of s…
Legislation had twists and turns, with the Federal Government giving little indication of its (proper) intentions. That did not stop some government agencies from creati…
Friends, we're traveling this week to the Dallas area, but the newsletter & website are still chock full of great news & industry info plus insight into the dark side of…
While traditional 'branding' is a familiar concept, building a personal brand for the founder and key team members is a distinct endeavor and extends beyond the company…
Client expectations have dramatically changed over the past few years. Marketing professionals are now responsible for demonstrating how the organization and its advisor…
The 100,000th Certified Financial Planner has been named, and she’s a 31-year-old millennial woman from Bedminster, N.J. named Simone Lee—a second-generation financial p…
Keeping an Eye on AI... A flurry of funding continues to flow into startups and those enhancing their products with 'AI infusion' to the tune of billions (yes, billions…
Today’s financial advisors need to cut through the clutter and set themselves apart from the competition. To do so, they must go beyond occasional communication with the…