By Teresa Leno The generative AI gold rush is on! Last week the world (or at least the U.S.) woke up to generative AI. According to CB Insights, in 2020, funding for ge…
In this article, we will examine three blockchain projects that have been identified as ESG leaders and explore how they align with the ESG investment framework.
Indianapolis-based Sanctuary Wealth, a leading national network of independent wealth managers, has named financial services veteran Adam Malamed as its new Chief Execut…
By Christopher Hamman Sam Bankman-Fried was banned from contacting his prior employees at FTX & Alameda Research. Twitter is furthering plans to enter the payments…
By Christopher Hamman Crypto winter is thawing out, or so it seems. Shocking revelations showed that 86% of Tether Holdings was controlled by only four people in 2018…
As Chinese spy balloons float over the US (who even knew these existed until recently?!), and then get spectacularly blown out of the sky by America's finest, the wealth…
A communication breakdown can create an avoidable disconnect between you & your clients. Providing timely & consistent finance articles to clients can set your firm apar…
The major case for going digital when it comes to client data gathering is that clients believe advisors aren’t digital enough. After all, most advisors are still workin…
BOULDER & NEW YORK, Feb 1st, 2023 — TIFIN, the AI Wealth platform, announced today a collaboration with Morningstar to bring real-time, aggregated industry trend inf…
Docupace, the cloud-based fintech digital operations software company for the wealth management industry hired Mike Zebrowski to serve as its Chief Operating Officer. Ze…
It seems celebrating a 5% inflation rate (if you don't eat, drive, live or leave the house) is really cool. IT'S NOT! I know I've mentioned this before but, RECESSIONS…
Friends, we're pleased to announce the launch of a new column to our content lineup this week - "Back Office Heroes" - with great insights for our audience on the very r…