Happy Autumn, it’s time for a pumpkin-spiced edition of AI & Finance—and we do have a good number of financial artificial intelligence headlines to share this week …
If everything is so good why are stimulus programs (China for one) being enacted and central banks cutting interest rates? Market tops don't happen when everyone is bear…
Friends, you must check out Chris Robbins' opener in this week's Advisor Tech Talk about the state of continuing education in the industry and the endless industry event…
It actually happened. Following up on a story we ran a month ago in August 2024 (below) correctly saying the Fed would cut interest rates this month. Yup, the Fed DID ac…
Ah yes indeed, it was another busy week—not just in advisor technology, but in wealth management as well. Many acquisitions were announced by wealth managers, RIAs and b…
Innovation resumed its front-seat status, with partnerships giving rise to fast-paced deployments. Interestingly, there are a few "old vs. new" solutions that reflect ev…
Crypto is once again the new cool as a blazing-hot summer gives way to fall. Adoption achieved momentum alongside rising mainstream interest. Sadly, the bad actors are s…
Big Tech on Banking Much is changing for Big Tech as companies turn to the startup ecosystem to solve pain points like payments, instant transfers, and more. Week after…
A compliance-focused approach to prospect email marketing can help ensure that advisors can effectively connect with prospects without failing to comply with the CAN-SPA…
Welcome to another edition of AI & Finance bursting at the seams with financial artificial intelligence news! This week we have items from some of the biggest an…
Each week we find a new topic for our readers to learn about in our AI Education column. There was a time in my youth, in those late single-digit years of boyh…
This week we continue our series on the top 5 VC-funded deals in AI. This past week was a more muted one for venture funding in AI, with no deals exceed…