Inside ADVISE AI 2024

Inside ADVISE AI 2024

Brian Wallheimer, editor-in-chief of Financial Planning, sat down with Caliber Corporate Advisers CEO Grace Keith Rodriguez to discuss the upcoming ADVISE AI conference in Las Vegas.

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How data-as-a-service is reshaping the market

How data-as-a-service is reshaping the market

In today’s world, data isn’t just an asset—it’s a vital currency driving everything from investment strategies to consumer behavior, argues Matt Ober, general partner at Social Leverage.

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AI/ML and equity in lending

AI/ML and equity in lending

That gap between technology and law has left much of the industry in the lurch, anticipating and hedging against state action. For AI-driven lending platforms, for instance, these regulatory uncertainties have fomented an intra-industry debate about the kinds of technologies and algorithms that should be deployed. 

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Do you have to make acquisitions?

Do you have to make acquisitions?

From Matt Ober: In the data & information services space, it seems like the key to success is acquisitions. You have to find your wedge, your revenue, your product-market fit, but once you find it, you have to start acquiring, or “rolling up.” If you are in a position of strength, you need to use it. That is if you want to build a big business.

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The future of web scraping

The future of web scraping

From Matt Ober: Every AI company is scraping. Everyone is trying to get access to data and the question of what on the web you can scrape versus have to pay for continues to be debated.

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Is AI the new cloud?

Is AI the new cloud?

From Matt Ober: AI is feeling very similar to the cloud rush many years ago. At first, AI is a differentiator for companies, but eventually it becomes table stakes.

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The state of alternative data in lending with Nova Credit

The state of alternative data in lending with Nova Credit

The FR met with Nikki Cross, Senior Director of Data Science Solutions at Nova Credit

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The “Give to Get” data strategy

The “Give to Get” data strategy

From Matt Ober: In the financial industry, some of the best datasets were contributory datasets and many of them started as give to get.

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Predictions for Wall Street technology in 2050

Predictions for Wall Street technology in 2050

From Matt Ober: If data solutions can make the firm money, save the firm money or help the firm raise money, then there is no budget.

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Should dating apps mingle with credit scores?

Should dating apps mingle with credit scores?

It’s hard to think of dating apps as a space where finance isn’t traditionally discussed; if anything, it’s one of the most overtly wealth-driven spaces that millions of users encounter every day. 

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Web scraping and the future of AI

Web scraping and the future of AI

From Matt Ober: With the value of data going up every day and the amount of data-hungry AI models being trained, the web scraping rules are going to come up more and more. This is the first of many lawsuits.

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AI is about to get expensive

AI is about to get expensive

From Matt Ober: The downstream cost of leveraging AI, I believe, will become more expensive or be continuously funded by VC money in the near team. We are already seeing the lawsuits pop up with the New York Times. Owners of data and content want to get paid!

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AI and a wave of efficiency

AI and a wave of efficiency

From Matt Ober: One thing that is clear to me is that AI is going to give us all a lot more free time. We are going to get comfortable in the coming years having AI automate a lot of our repetitive tasks and we will soon have AI agents or assistants in all industries. What will we all do with all this free time?

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The state of BNPL

The state of BNPL

In part, products like BNPL are a mechanism for consumers to skirt around traditional barriers to overspending—flying over the headwinds, while adding fuel to tailwinds.

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