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This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Matt Reiner. Matt Reiner is a CFA® Charterholder, CERTIFIED FINANCIAL PLANNER™...

AlphaTrAI is adding the founder of a prominent wealth management M&A firm and a leading tech venture capitalist to its advisory council, while also making a former president of LPL Financial the council’s chairman, the firm said today in a press release.

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

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...

In last week’s roundup of wealth management technology news, we discussed a prominent financial advisor’s recent reading of U.S. Census and...

Product launches were a thing last week, with integrations providing faster access and ease of use. Regulatory actions were heavy-handed with fines, but the...

Occasionally we like to take in some of the counterprogramming on artificial intelligence, so this week to lead of AI and Finance we’re going...

Friends, this week we delve into the Community Reinvestment Act and hear about the varied applications of AI in the wealthech startup ecosystem. Meanwhile, we see more VC deals in the sector, albeit at lower funding levels and have several new hires in the advisortech space to report.

Banking institutions must stay abreast of compliance requirements in an ever-evolving regulatory landscape, and a recent change is the new Community Reinvestment Act (CRA) rules regarding financial literacy.

As the July 2024 CrowdStrike outage reinforced, cyber incidents can be devastating whether they originate with a bad actor or not. That’s why, across...