In a significant recognition of its expertise in strategic communications and brand strategy, Haven Tower Group LLC, a leading wealth management-focused communications a…
This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Dr. Thomas Mathar. Dr. Thomas Mathar, from Hamburg and now based in Edinburgh, heads…
In a recent interview with Pamela Cytron, President of The Founders Arena, we discussed women in wealthtech, unconscious bias, female founder mentorship opportunities, a…
The advent of AI capabilities such as Generative Adversarial Networks (GANs) has created highly realistic images. AI's ability to quickly, accurately, and efficiently ge…
Not during the day. Talking about the vodka. But, figuring out confusing, complicated financial markets and global events is an all day job. Then when you realize you…
Advisor technology continued to progress this week with a squall of people moves as fintechs and traditional wealth management firms made a series of hires and promotion…
Regulatory light touches have had a positive effect on the industry. The SEC may (soon) be moving closer toward tighter standards. That said, product launches were in pl…
The industry (has certainly) moved past the speculative phase, where cowboys reigned and anything was possible. Innovations still happen, but progress is (now) governed…
Sitting on the sidelines... Even with the hype around AI, VCs continue to sit out, waiting for better opportunities. Whether domestic or foreign, funding is near 2017 l…
Third-party, digitally-enabled marketing solutions focused on driving lead gen for independent financial advisors continue to proliferate, and small wonder. Effectively…
This week we continue our series on the top 5 VC-funded deals in AI. This week's winners included the pharma sector with a WHOPPING $1 Billion USD raise…
Publisher's Note: In this brave new world that has emerged as generative AI has become more mainstream, guess what? The bad guys and the lawyers (I won't lump them toge…