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Fynancial Wins 'Best in Show' at Wealth Management EDGE Tech Demos

Wealth Management

Joey Corsica & SpotMyPhotos Fast-paced and nerve-wracking for some of the presenters, the annual WealthStack Demos did not disappoint and have become a fan favorite among attendees of the Wealth Management EDGE conference held last week at The Boca Raton resort in Boca Raton, Fla.

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Our Technology Columnist's Takeaways from Wealth Management EDGE

Wealth Management

Related: Fynancial Wins Best in Show at Wealth Management EDGE Tech Demos “Data lakes are an important part of the foundational infrastructure of a firm that is growing, especially for a firm that is acquiring,” said Cook.

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Quinn Signals Another Wave in the Great Advisor Tech Acceleration

Wealth Management

Related: AI Notetaker Jump Rolls Out Integration With RightCapital I have yet to receive a demo, but the application, which can be implemented via API or, more often, directly embedded, and used by advisory shops or institutions to power onboarding and the harvesting of data from prospects or clients and plan generation.

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Scenes from Day 2 of Wealth Management EDGE

Wealth Management

Still, some of the most popular parts of the conference continued this year as well: Tech Tours and demos, RIA Edge 100 wine tasting, next-gen meet up, mentor speed dating and ice cream in the expo hall. The first-ever kayak outing, game show, speed painter, headshot booth, InvestTours and more.

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Friday links: witnessing reality

Abnormal Returns

Strategy Our brains weren't built for investing. tomtunguz.com) Why do AI demos keep going wrong? safalniveshak.com) The small cap bounce back will make stock picking fun again. scheplick.com) Fund management Is Vanguard, and by extension Blackrock ($BLK), getting too big for its own good?

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At the Money: Finding Overlooked Private Investments

The Big Picture

 At The Money: Finding Overlooked Private Investments , with Soraya Darabi, TMV (October 02, 2024) The Efficient Market Hypothesis informs us that stock markets reflect all of the information known about any company. How does this affect VC investing? But is that also true for start-ups and venture-funded private companies?

Investing 182
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The Latest In Financial #AdvisorTech (September 2022)

Nerd's Eye View

FutureProof and XYPN LIVE announce the finalists for their FinTechX Demo and AdvisorTech Expos to highlight new advisor technology innovation. FMG acquires Vestorly to map its curation capabilities onto FMG’s existing digital marketing tools.