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FINTECH CORNER: From Vision to Reality – Why PractifiU Academy Works For Advisors
A vision for an educational platform & resource for clients began last year, “PractifiU” started out as a YouTube channel with 20 videos. Now, it's an on-demand comprehensive learning experience.
AI & Finance™ | News for the Week Ending 8/2/24
As we’ve said many times before in AI & Finance, it seems like artificial intelligence is everywhere today, even in financial technology, but the...
Genstar Capital Takes on Docupace
The back-office software provider Docupace has new financial partners. The Homel, New Jersey-based fintech firm announced a “strategic majority investment” from Genstar Capital, a...
Advisor Tech Talk (Week of 1/23/24)
There is a particularly long list of wealth tech headlines for this week’s edition of Advisor Tech Talk, and it’s not...
The Week in Digital Wealth (4/3/23)
By Christopher Hamman
Happy new month!
Buying a home has become as easy as owning a credit card with...
Advisor Tech Talk (10/11/22)
By Christopher Robbins
Today in advisor technology news, we have quite a few announcements from the alternative investing world—which makes sense, as...
Advisor Tech Talk (5/31/22)
By Christopher Robbins
There are several different aphorisms attributed to various philosophers that all...
AI INTELLIGENCE | Weekly Top 10 (3/14/25)
Friends, the week of March 8 to March 14, 2025, was marked by (once again) more significant advancements in the AI ecosystem, ranging from...
AI & Finance™ | News for the Week Ending 3/7/25
This week, in our roundup of AI & Finance headlines—of which we have plenty—we're going to start out by talking about the news.
No, not...
Advisor Tech Talk (Week of 2/24/25)
This past week was, relative to the first six weeks of the year, a relatively slow one for wealth management news—but...