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Publisher's Note: Friends, we're launching a new media brand called AI & Finance™, and the weekly column you're reading below (originally published on 1/24/24)...

There is a particularly long list of wealth tech headlines for this week’s edition of Advisor Tech Talk, and it’s not...

CogniCor has launched a pilot program for its enterprise-ready, AI-enabled digital assistants that are newly integrated with Microsoft Azure OpenAI Service. The Palo Alto-based CogniCor, a provider...

Well, we could open this week’s Advisor Tech Talk the way we’ve opened most of our columns this year, by declaring...

Well, we could open this week’s Advisor Tech Talk the way we’ve opened most of our columns this year, by declaring...

Happy new month (in arrears). Cloud-based products are in fashion, coupled with AI-focused additions and solutions. TS Imagine extended its compliance solutions with a few additions. EquiLend...

Perhaps no news hit the wealth management industry harder in the last week than the layoffs at Charles Schwab—but that doesn’t...

There was a lot of news in the advisor tech world this week, but what was perhaps the biggest story of...

Friends, this week we have 7 rules for life & money(!), a look at what Web3 really is and venture deals back in the hundreds of millions! An action-packed digital wealth industry newsletter - once again. READ UP!

The kids are now all going back to school, their summer recreation finally over.  For some of us, the summer break never...