Partnerships dominated product launches as firms enhanced user experiences and streamlined processes. Opposition to new technologies came from established players. He…
The industry pushed boundaries, and innovation continued to thrive. Adoption is finally here as regulators remained in the background. The headlines: Coinbase wa…
AI is going to make us all clean up our acts. Wealth managers included. Welcome to another strong edition of Advisor Tech Talk, we have a very broad-ranging week of we…
Let’s face the likely future: Artificial intelligence is indeed coming for jobs—maybe even yours and mine. Now, there are technology and financial industry thought l…
Financial advisors have long faced the same challenge: too much administrative work and not enough time with clients. For years, the industry has chased efficiency — aut…
Each week we find a new topic for our readers to learn about in our AI Education column. Generative AI is capable of finding a needle in a haystack of data. …
This week we continue our series on the top 5 VC-funded deals in AI. This week's venture capital funding announcements rebound to their previous momentu…
Financial advisors spend too many hours wrangling forms, client data and compliance paperwork, and not actually advising. At least, that’s what PreciseFP, the client eng…
Friends – this week, I have a personal note to share before we dive into fintech and AI — please click through to read more...READ UP!
A fresh tremor is shaking America’s financial foundation. The Dallas-based TXSE Group, parent to the forthcoming Texas Stock Exchange, just landed a $90 million invest…
Fintech Funding Finale Despite macro jitters, late-October saw fintech mega-rounds return: Canada delivered a monster equity raise, U.S. market-infrastruc…
Activities moved at breakneck speed, giving innovators a chance to win. Government regulatory activity remained minimal. Headlines to take note of: Envestnet unv…