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Docupace, a leading cloud-based fintech digital operations software provider for the wealth management industry, today announced that Leon Weiss has joined its executive leadership team as...

ComplySci (the “Company”), the leading provider of regulatory technology and compliance solutions for the financial services sector, today announced the appointment of Wendy Fraulo, a finance and accounting professional whose experience spans more than two decades supporting high-growth technology enterprises, as its Chief Financial Officer.

In the rapidly evolving landscape of AI, the influence of large language models (LLMs) goes far beyond generating conversational responses. These models are increasingly...

Lord help me, I’m getting out my soapbox.  This week on AI and Finance we do have a strong list of headlines to get to,...

The industry continued to normalize, with unique traits defining its pivotal moments. Digital assets continued to have the innovation everyone is (now) accustomed to...

"Integrations" remained last week's buzzword, with end-user utility defining the Fall's tone. The winners remained those who could best solve problems within well-defined regulatory...

There’s so much AI in Finance news to get to this week, we’re going to dispense with most of our introduction so we can...

More than a decade ago, turnkey asset management platforms upended the wealth management industry. A new company is trying to do something similar by...

A big week in wealth management and wealthtech news did not equate to a bigger week in financial artificial intelligence headlines, but as usual,...

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