With the model of advisor marketing services woven into the company's culture, having a suite of marketing tools readily available and a team that supports them is attra…
By Tanya Van Court is CEO & Founder of Goalsetter [caption id="attachment_26028" align="alignleft" width="150"] Tanya Van Court | Goalsetter[/caption] Fueled b…
This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Lindsey Lewis. Lindsey Lewis has built a career around women and money. She not only…
Is AI in a Bubble? Any time an emerging technology captivates consumer attention and generates tremendous amounts of investor excitement, market watchdogs begin to ask…
This week we continue our series on the top VC-funded deals in AI. We promised early on with the launch of AI & Finance™ that we may experiment wit…
Publisher's Note: In our ongoing effort to educate our readers about everything AI, what's out there, and how it can be used, we select a weekly topic to delve into in o…
StratiFi, a risk management platform that provides wealth management firms and industry professionals with solutions for portfolio risk analysis, client risk profiling a…
FusionIQ, a provider of cloud-based wealth management solutions, recently launched FIQ Freedom on the FusionIQ One platform. FIQ Freedom was created to provide advisors…
Sanctuary Wealth, the Indianapolis-based wealth management firm, has acquired tru Independence, a Portland, Oregon-based enterprise that supports 30 RIA firms managing $…
By Greg Woolf, AI RegRisk Think Tank We recently moderated a roundtable at an AI for Executives conference focused on executive-level implications of AI adoption, which…
I love BITCOIN and ETH and have for a very long time. Long term holder. BUT, now is not the time to be in BTC or ETH. Lighten up or be out. Things are getting nasty. I…
Friends, we have some fascinating content this week - including a look at the difference between financial wellness and financial independence, how women are evolving th…