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Today, OpenEnvoy, a new fintech startup, launched to provide automated invoice auditing to help companies only pay for what they agreed to purchase...

Ah yes indeed, it was another busy week—not just in advisor technology, but in wealth management as well. Many acquisitions were...

Innovation resumed its front-seat status, with partnerships giving rise to fast-paced deployments. Interestingly, there are a few "old vs. new" solutions that reflect everyday...

A compliance-focused approach to prospect email marketing can help ensure that advisors can effectively connect with prospects without failing to comply with the CAN-SPAM Act.

Welcome to another edition of AI & Finance bursting at the seams with financial artificial intelligence news!  This week we have items from some of...

While we still have a few days in astronomical summer to sort through, for all intents and purposes, summer is over...

Slight friction between regulators and industry players signaled (forthcoming) interesting interactions between both parties. Everything continued humming as usual, but a user-centric approach to...

Despite fraudulent activities, everything continued to buzz with expanded institutional adoption. That said, the lack of regulatory clarity kept showing up with incoming legislation...

Even as a wave of institutions and businesses are embracing artificial intelligence, speedbumps remain to the technology’s proliferation. In this week’s AI & Finance...

Each week we find a new topic for our readers to learn about in our AI Education column.  Artificial intelligence feels so new and so big that...