Annuities Genius的动态

?? Exciting News! ?? Introducing "FinNFacts - Navigating Financial Horizons." In our January edition, we unwrap market insights, explore Future Trends, and demystify financial jargon with our Glossary. The Research & Content team's dedication and expertise have been instrumental in bringing this vision to life. Thank you for all the hard work and commitment. Don't miss our exclusive article on Gen AI in the FinTech Industry and stay updated on the latest M&A deals.?Plus, a dash of humour with our monthly cartoon strip! ?? Join us on this financial adventure! ??? #FinNFacts #FinancialInsights #InvestingInKnowledge #GenAI #FintechTrends ????

Come join me, April Rudin, Vinay Nair, and Brooke Juniper for series of conversations not to be missed!! You will definitely hear something you haven't heard before, come check us out! Let's gooooooooo! Money20/20 #wealthtech #wealthmanagement

Will you be at Money20/20 Las Vegas 2024? Vinay Nair and Brooke Juniper will be on stage discussing how AI and hyper-personalization are setting the stage for the future of financial services and wealth management. #money2020 #wealthmanagement #wealthtech #AI

?? I will be speaking at Money20/20, where Brooke Juniper, CEO of Sage, will interview me in a fireside chat. Together, we’ll discuss how AI is transforming wealth management, making financial advice more accessible and scalable, especially as we face a looming retirement crisis. If you’re attending, please reach out. Let’s connect and discuss how we can collaborate to shape the future of our industry. Money20/20 Las Vegas 2024 Brooke Juniper Rob Pettman April Rudin Rachel Morrissey Cory McCruden #Money2020USA #AI #WealthManagement #FinancialInnovation #FutureOfFinance #WealthTech #BetterWealthOutcomes

“Tomorrow is already here, change is happening rapidly and we all need to respond and drive innovation in our industry.” Our executive director, Paul Neville, told an audience of master trust representatives today how TPR is harnessing the power of advanced technology and data. At a London event, he said AI is reshaping financial markets and the pensions landscape. This means new opportunities and risks. Paul said we will leverage digital, data, and technology to redefine the regulatory landscape, ensuring our actions translate into meaningful outcomes for savers. But we can’t do this alone, and we want to work with industry to get it right. ?? How do you think pension schemes can seize opportunities from data, digital and technology to improve outcomes for savers?

Excited to share our latest webinar featuring ?? Linkon Axon from Arys & Vaughn Mordecai and Akash Singh from Mindmatrix, diving into "The Future of FinTech"! Explore groundbreaking innovations and trends that are reshaping the financial landscape. Watch the full webinar here - https://lnkd.in/dmyN6eKk #FinTechFuture #Webinar #Innovation #FinancialTechnology #MindMatrix #Arys #TechTrends #DigitalTransformation

Look out Future Proof attendees here comes the best finance and tax aggregation tool on the market. If you’re in attendance and looking for additional finance and tax aggregation services or simply trying to enhance your platform we’d love to connect. Our technology has many use cases. We plan on turning some heads??

Curious about the latest buzz in #wealthtech? Check out November's #WordOnWealthTech, where our CEO,?Doug Fritz?dives into the past months top developments: ????????CapIntel joins with FactSet to increase advisor success ??Orion unveils #AI expectation survey ?Fidelity Investments?is set to block third-party tools Explore these headlines and more. Read here from:?WealthManagement.com:?https://lnkd.in/eiaV6YPt #wealthmanagement #fintech

I am looking forward to seeing many of our clients, partners and industry friends at #SchwabImpact2024. Let me know if you'll be in San Francisco. #data #dataaggregation #wealthtech #advisortech #SchwabConference #APIFirst #wealthmanagement

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