JANUARY 2, 2024

TECHNOLOGY

In 2024, AI To Bring Small Improvements—and Bigger Threats

Davis Janowski

What does the history of John Deere, a 185-year-old agricultural company, have to tell us about the state of AI in advisor technology?

FULL ARTICLE

TECHNOLOGY

The Word on WealthTech for January 2024

Doug Fritz

F2 Strategy co-founder and CEO Doug Fritz provides his take on the most important wealth management technology news of the last month.

FULL ARTICLE

WHITE PAPER

High Growth Playbook

Sponsored by Nitrogen

Proven strategies for financial advisors to skyrocket their business.

LEARN MORE

TECHNOLOGY

X Marks the Spot: Focus on Digital Signature Fraud in 2024

Jay Jumper

Avoid an unnecessary and expensive penalty by having these policies and procedures in place regarding e-signatures.

FULL ARTICLE

EQUITIES

US Stocks Go High When Strategists Go Low

Jonathan Levin

Forecasters don’t see much upside for the S&P 500 in 2024, but some of its best returns have come in years when soothsayers least expected them.

FULL ARTICLE

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