by frogdog tech | Jan 21, 2025 | ETFs, Financial Services
As the Trump administration takes office, ETF issuers face an environment marked by both uncertainty and opportunity. Although many questions remain about which legislative measures will actually materialize, early signs suggest the ETF industry is poised to benefit...
by Mark Grandstaff | Jan 21, 2025 | ETFs, Financial Services
As the Trump administration takes office, ETF issuers face an environment marked by both uncertainty and opportunity. Although many questions remain about which legislative measures will actually materialize, early signs suggest the ETF industry is poised to benefit...
by Josh Lusk | Dec 20, 2024 | AI, Financial Services, FinTech
Wealth management is teetering between cautious adoption and total transformation around AI. But the firms that succeed won’t rely on generic tools. They’ll embrace AI tailored to their strategies and clients’ needs. Spenser Segal, Founder and CEO of ActiFi, joins...
by Mark Grandstaff | Dec 2, 2024 | Conferences & Events, Financial Services, Thought Leadership
SuperInvestor, Europe’s annual gathering of private markets fund managers and investors, took place among the yachts and luxury car showrooms of Monaco. While there was plenty of glitz in the surroundings, the conference itself was focused on some of the grittier...
by frogdog tech | Nov 26, 2024 | Conferences & Events, Financial Services, Public Relations, RIAs
This year’s Schwab IMPACT conference was all about the client relationship. Financial services leave no stone unturned as they optimize every aspect of their businesses for long-term growth and success. Three standout sessions—by Cam Marston, Brian Perry, and Daniel...
by Josh Lusk | Nov 22, 2024 | AI, Financial Services
Experian built an AI tool that allows data scientists to interact with Experian’s data assets using natural language. In a way that wasn’t possible before, it puts deep data insights in users’ hands more intuitively, without a heavy reliance on...
