Sun.Jul 04, 2021

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Is Machine Learning Changing Our Approach to Asset Management?

Smart Data Collective

Wealth and asset management has come a long way, evolving through the use of artificial intelligence, or AI solutions. It is not meant to replace people and threaten their livelihood, but to strengthen the connection between businesses and their customers. Machine learning (ML) is a form of AI that is becoming more widely used in the market because of the rising number of AI vendors in the banking industry.

Learning 357
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Millennial RIAs Aim to Disrupt Industry with ‘Modern’ Approach

Wink Intel

Hamilton Capital Partners’ founders — both under 30 years old — are counting on their youth, “modern” ideas and candor to help their new advisory practice make strides, especially among small business owners. Founders and managing partners Alonso Munoz, 27 and Blake Fortune, 29, registered their Atlanta-based advisory firm with the Securities and Exchange Commission in May.

Capital 40
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AI Can Improve Financing Access and Equitability to Disadvantaged Socioeconomic Groups

Smart Data Collective

Artificial intelligence has helped many businesses in various industries tackle a variety of challenges that they have faced in recent years. The merits of using artificial intelligence are usually discussed from the context of maximizing profits. However, AI technology can have more holistic benefits as well. We have talked about how big data and AI change the way we evaluate economics.

Finance 226
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Producers Beware: More States Adopt NAIC Annuity Suitability Framework

Wink Intel

The Alabama Department of Insurance has finalized key revisions to the state’s Insurance Regulation No. 137, which sets forth conflict of interest mitigation requirements concerning the suitability of the sale of annuities. The revisions make the Alabama suitability regulation substantially similar to the most recent revisions of the Suitability in Annuity Transactions Model Regulation developed by the National Association of Insurance Commissioners (NAIC).

Sales 40
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Are Your Impact Comms Resonating With Stakeholders?

Whether your organization is at the start of its sustainability and impact journey or years into it, many brands share a common concern: the uncertainty of whether they are sending stakeholders mixed messages. Creating content that speaks to your audience's “love language” can be a tricky dance. But, worry not! 3BL has put together tips to ensure that your content not only finds its rhythm but also resonates with your target audiences.