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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...

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

In the fast-evolving wealth industry, maintaining enriching client relationships is paramount. Email marketing has shown to be a consistently valuable tool for wealth organizations and their advisors.

How much is too much, and how big is too big? Money moving makes the news in VCs, startups, and big tech....

The 100,000th Certified Financial Planner has been named, and she’s a 31-year-old millennial woman from Bedminster, N.J. named Simone Lee—a second-generation...

Happy New Month! Product updates aren't new, but they surely made a difference this past week. Credit unions were also on the go and instant...

LOS ANGELES – July 20, 2023 – PreciseFP, the award-winning client engagement and data gathering platform from Docupace, today announced a new partnership with LPL Financial. More...

(INDIANAPOLIS, IN) - Sarson Funds and Entoro Securities today announced a new partnership, with the expansion of Sarson Funds’ multi-manager digital asset investment product line and platform upgrades....

Hoping everyone enjoyed the long Memorial Day weekend and we're back at it this week with a...

CHICAGO – May 17, 2022 – Hightower, one of the nation’s largest registered investment advisors (RIAs), today announced that it...