Happy summer everyone! It was yet another extremely busy week for advisor technology news, and we have all your wealthtech headlines right here. I always seem to say i…
We’re back from vacation and sorting through what was another big week in financial artificial intelligence news to cover in this edition of AI & Finance, so we’re g…
Each week we find a new topic for our readers to learn about in our AI Education column. We’re going to aim high on AI Education this week. It’s wonderful to b…
This week we continue our series on the top 5 VC-funded deals in AI. This week our announcements are led by two deals exceeding the $100 million thresho…
Pope, Protests & Prime Time AI… Friends, from Vatican warnings to viral Drake math videos, AI’s footprint is now FREAKING EVERYWHERE — in protests, courts, sports a…
Something BIG and very UNPREDICTABLE is going to happen. And, no one knows how it will play out. Not even the players themselves. Time to sit this out. Going to NEUTRAL…
Friends - Ohmgoodness, the news spin is in overdrive this year despite our "summer" status - and that's moving markets in a big way (read THE LEAD for more insight on th…
Opportunity is knocking. It's not often (like in almost never) that there are multiple crisis choices to be made. Gosh, it's not out of the question to pick two or three…
Wealth management industry awards are mostly hokum, and we all know it. Welcome to another week’s Advisor Tech Talk, and we’ll get right to all the goings on in wealth…
Integrations moved forward with user-focused utility as the centerpiece of activities. New ways of improving products and solutions emerged, paving the way for expanded…
Progress continued with critical momentum, thanks to the government's encouragement of the industry. Adoption is poised to take off at this time. However, reservatio…
Big Money, Big Security & Big CRM Friends, fintech VC was fueled by major capital this week, led by a half-billion-dollar investment in data security and a nine-fig…