Fix it for me... From financial wellness to rent-now-pay-later apps and everything in between, startups fixing 'human' problems are winning BIG when it comes to funding…
This week on Standard Deviations, Dr. Crosby is joined by Jon Dauphiné, who leads the Foundation for Financial Planning’s (FFP) efforts to develop and grow pro bono fina…
Most advisors probably have yet to use generative artificial intelligence in their day-to-day work experience—in fact, in a recent survey from Totumai and 8 Acre Perspec…
In the rapidly evolving world of technology, two innovations have emerged as game-changers: Artificial Intelligence (AI) and blockchain. Both technologies have been mak…
For the next feature in this series, we’d like you to meet Lori Hardwick, one of the predominate voices in Fintech today. Her background includes executive roles at Env…
CogniCor has built an artificial intelligence-driven digital assistant platform that enables wealth management firms to provide their advisors and staff members with gui…
We’d like you to meet Adrian Johnstone, Chief Commercial Officer of Practifi, a business management platform that helps financial advisors unify their disparate tools, s…
For the next feature in the Fintech Luminaries series, we’d like you to meet Larry Roth, Managing Partner of RLR Strategic Partners, a wealth management and asset manage…
A lot is happening in the AI universe – so much that it doesn’t make sense for us to single out any particular piece of news from the last week, as the movement in this…
Expanding war. Interest rates staying high. Inflation inching up. Election shenanigans. What could possibly go wrong? Pretty sure we will find out at some point.
Friends, our first week of our new brand "AI & Finance™" was a smashing success, with over 12,000 opens of our first newsletter and on a weekend, too! Meanwhile, let's s…
Well this is awkward. With so much going on in the big wide world, it sometimes becomes difficult to hone in on one issue to write about. Could using AI to generate a…