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Advisor Tech Talk (Week of 11/20/24)
It’s another week, and wealthtech is bigger and busier than ever before.
And if you think wealthtech is big—we'll refer you below...
Advisor Tech Talk (Week of 9/24/24)
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)
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?
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
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)
This week in advisor tech headlines, we have a big slate of ugrades and updates from Envestnet leading the way.
Not to...