Continuous marketing is critical to expanding your client base and growing your AUM. Here are five 'marketing things' that every advisor must deploy now to grow their bu…
Founded in 2003 by Chicago Board of Options Exchange (Cboe) alum Jere Wickert, TradingBlock began as a broker-dealer and has evolved over the years into a provider of so…
Despite the twists and turns in the crypto industry, innovation remained at an all-time high for both the good and bad actors. Regulatory efforts continued to move in on…
This week in Advisor Tech Talk, wealth management continues its hot streak of activity, and of course, wealthtech follows suit. The biggest news, perhaps, was that pla…
The industry hummed along into the new month as the first leaves of the fall showed their gold colors. Partnerships continued to thrive, paving the way for new solutions…
Other pockets It's no surprise that 2024 is shaping up to be one of the slowest years for deal activity—way down compared to before the COVID-19 years. While U.S. start…
The British rock band Oasis announced a long-awaited reunion in late September 2024, with a tour in 2025 that will include stadium shows in the U.K. and Ireland. Side n…
Smarsh, a Portland, Oregon-based tech company that enables regulated organizations to capture, archive and monitor data from business communications, recently unveiled a…
Each week we find a new topic for our readers to learn about in our AI Education column. I love math—and I don’t mean that ironically. I was always good at mat…
By Greg Woolf, AI RegRisk Think Tank The European Union's strict approach to artificial intelligence regulation is starting to shake up the tech world, affecting market…
Financial advisors spend countless hours trying to customize investment portfolios for their clients. Despite their best efforts, they feel overwhelmed by the sheer volu…
This week we continue our series on the top 5 VC-funded deals in AI. This past week was once again a more muted one for venture funding in AI, with no d…