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Advisor Tech Talk (Week of 9/24/24)

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

Advisor Tech Talk (Week of 9/17/24)

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

AI EDUCATION: What Is CHIEF and Can AI Help End Cancer?

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Each week we find a new topic for our readers to learn about in our AI Education column.  The term “cancer moonshot” was coined by President Joe...

The Week in Digital Wealth (7/2/24)

Innovation continued to flourish with improved (general) relations with regulators. New products are the order of the day. Headlines to take note of: Hidden Road...

Top 5 VC Deals of the Week in Fintech (3/18/24)

Action sprinkled with advice... It's a new game for startups, with the days of multi-million funding deals over. Before opening their checkbooks,...

AI & Finance™ | News for the Week Ending 3/15/24

Artificial intelligence has the ability to help transform the way people live—financially speaking, it’s already subtly changing the way we earn, spend, save and...

AI & Finance™ | News for the Week Ending 3/8/24

Once again, we have a rather large and long list of financial artificial intelligence-related headlines and announcements this week. And once again, it’s only...

AI & Finance™ Announcement

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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)...

Advisor Tech Talk (Week of 9/18/23)

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This week in advisor tech headlines, we have a big slate of ugrades and updates from Envestnet leading the way.  Not to...

The Week in Digital Wealth (11/29/22)

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By Chris Robbins This week in digital wealth there were continued aftershocks from the sudden collapse of crypto...