"A sea of sameness..."
Here's a situation I've discussed with several of my clients: AI needs to be used in the right situations, by the right people, for the right job.
"While the AI tool did improve creativity on an individual level...it led to less variation and originality across the pool as a whole."
emergingtechbrew.com/stories…
Sam Steinberger retweeted
With a massive transfer of money to younger generations looming, a new report says the financial services industry needs to change how it connects with Gen Z and millennials.
By Francesca Maglione from @business spr.ly/6018i9YUk
I love this turn of phrase from David:
"A rising dollar boosts Americans’ relative purchasing power by making imports cheaper. At the same time, it generally hurts exports—except the type who carry luggage." wsj.com/articles/us-dollar-s…
“Think about how you would introduce your brand to a room of strangers.” 💡 Nice piece on marketing strategy from TradePMR
tradepmr.com/blog/tell-a-bet…
Sam Steinberger retweeted
By automating repetitive tasks, wealth managers within the bank have time to connect with clients and grow new business segments.bit.ly/3zc14Li
Sam Steinberger retweeted
At @Wealth__Edge, @anthonystich confirmed he will join @MarketCounsel as executive managing director.
wealthmanagement.com/ria-new…
Sam Steinberger retweeted
TradePMR Signs Top Technologist Jon Patullo | t3 Technology Hub shar.es/agtqZR
Sam Steinberger retweeted
It's time!
Tomorrow (March 29) I'm launching Officium, a monthly newsletter for and about family offices. Every issue will include exclusive reporting, curated news stories from @iimag and other publications, FO jobs, and more!
Subscribe here:
confirmsubscription.com/h/d/…
Sharing some exciting @iimag / family office news this afternoon! Keep an eye out...
Sam Steinberger retweeted
The wealth management #industry is much different today than what many independent #financialadvisors got used to over the last decade.
Story by @RobbWBaldwin for #WealthManagement
spr.ly/6018X36R0
Sam Steinberger retweeted
Bruh
The SEC didn’t have 2FA
We can confirm that the account @SECGov was compromised and we have completed a preliminary investigation. Based on our investigation, the compromise was not due to any breach of X’s systems, but rather due to an unidentified individual obtaining control over a phone number associated with the @SECGov account through a third party. We can also confirm that the account did not have two-factor authentication enabled at the time the account was compromised. We encourage all users to enable this extra layer of security. More information and tips on how to keep your account secure can be found in our Help Center: help.x.com/en/safety-and-sec…
Sam Steinberger retweeted
Future Proof plants its flag in the advisor industry event circuit; in its second year, the conference attracted almost 3,000 attendees, nearly double last year’s attendance buff.ly/3LD44UC #InvestmentNews @ryanWneal @FutureProofAC
Sam Steinberger retweeted
Scoop for @CitywireRIA — RIA tech giant Orion Advisor Solutions plans to hire AssetMark CEO Natalie Wolfsen as its chief executive, according to a source with knowledge of the situation: citywire.com/ria/news/orion-…
Kayaking, SUPing and history are @ddjanowski's true passion. For anyone lucky enough to get on the water with him, you are in for a treat!
w42st.com/post/davis-janowsk…
Big congrats to @dougofritz & the F2 team! Can't wait to see what comes next--and catch some waves once we're in the same timezone 🤙
businesswire.com/news/home/2…
Hey this is pretty cool! It's a book club for advisors + conversations with the book's author
Intention.ly & Friends Book Club in the news: bwnews.pr/3MCO1Y6
Check out the full story for insights from @kdubs_waltrich & @tinacpowell, & don’t forget to register for our first meeting with @WadePfau, 4/12 @ 3 PM!: bit.ly/3UvgYY6
Sam Steinberger retweeted
Insurance fintech Modern Life adds long-term care products to its menu of insurance for financial advisors buff.ly/439T487 #InvestmentNews @ryanWneal #fintechnews #insurancenews
Sam Steinberger retweeted
It was no. 19 I think? A great #T32023 from @FinTechie; I enjoyed meeting new #FinTech, #WealthTech, and #AdvisorTech providers like the #advizorpro tm; Some takeaways on #ArtificialIntelligence, #cybersecurity, and newly released @_FPAlpha wealthmanagement.com/technol…

















