Third-party outsourced compliance services provider Essential Edge and RegEd, which delivers compliance solutions to financial services firms, have launched a partnershi…
Let's be clear. Volatility will still be in play for a while. While the globe plays whack-a-tariff, fewer market participants will reduce liquidity and increase volatili…
Friends - Easter, Passover - it is truly a holy time and we want to honor all who celebrate these sacred holidays. And to that end, we're going to pause AI&Finance this…
A new integration between PreciseFP, the data-gathering workhorse owned by wealthtech provide Docupace, and FinMate AI, an AI assistant built by former financial advisor…
We're going international and we're going cheap....... This week, the biggest shift in funded deals that emerged was the number of fintech deals that were i…
Innovation bucked the trend, paving the way for utility-focused solutions. The Federal Government continued pulling back, giving Fintechs room for enhanced creativity.…
Things continued to move smoothly for the industry as digital assets weathered the choppy waters. The Federal Government continued to explore ways and methods of enablin…
While no one knows exactly where the market will land on any given day, one thing is certain: sales doesn’t wait for certainty. You don’t need a prediction model — you n…
WHACK. That is the sound of the world's biggest 2x4 piece of lumber hitting global leaders (and markets) over the head to get their attention. To be clear, hitting someo…
The wealth management world thrummed with activity this week, and it wasn’t just because of the topsy-turvy markets. This time around in Advisor Tech Talk we have a lot…
Friends, META is heading to central Wisconsin to develop a new data center for its AI capabilities. Now I know Wisconsin well - I grew up in Northern Illinois - and I…
There’s a lot happening in artificial intelligence right now, and we have plenty of financial services AI headlines to report this week—but a lot of the action currently…