So far it has been a very interesting October. And year. Pretty sure not many people have expected or predicted all this. But that's why things happen. Curb your enthusi…
Friends, some weeks we have SO MUCH CONTENT and this is one of them, though EVERY WEEK I believe we report industry news better than any media firm out there. Anyhoo, m…
Notice something missing? It was all the rage not long ago. We're talking bubbles. Every time a financial asset ticked up even a tiny bit everybody yelled "it's a bubb…
Green, clean and efficient. That’s form workflow automation in a nutshell – and more wealthtech providers are making that a realizable goal for advisors. Wealthtech firm…
AlphaTrAI, the Bill Dwyer-led provider of tech-enabled services and solutions for the wealth and asset management industries, has announced a rebrand to Praxis Solutions…
This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Michael Finke. Michael Finke, PhD, CFP®. This week on Standard Deviations with Dr. Da…
This week in Advisor Tech Talk, we’re going to let our wealthtech headlines speak for themselves, and leave it at that. With conference season in full swing and a lot…
Innovation took the front burner under the watchful eyes of regulators. The bad guys continued to find ways to target victims. However, things are changing with improved…
New solutions continued to emerge in tandem with partnerships. Election concerns did little to calm fever-pitch activity. Regulators took a proactive approach. Headli…
AI, the shiny new thing AI is exciting, the possibilities are endless, and VCs are enthralled with the shiny new tool. This is so much so that, according to CB Insights…
With the advancement of technology, wealth organizations have access to a wide range of marketing software to help them reach their target audience, maintain client rela…
By Greg Woolf, AI RegRisk Think Tank AI Soars Free of Regulations California Governor Gavin Newsom recently vetoed Senate Bill 1047, which aimed to provide guidelines…