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To bridge the ‘behavior gap’ and improve investor outcomes, Orion Advisor Solutions is embedding behavioral finance into its award-winning wealthtech platform.

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...

Surge Ventures, the Menlo Park-based FinTech venture studio, recently announced that its inaugural venture, RegVerse, has expanded its Avery platform by launching the Fusion1...

Each week we find a new topic for our readers to learn about in our AI Education column.  This week in AI Education, we’re going to visit...

Artificial intelligence is big now, but it’s going to get bigger.  I guess we could start out every week’s AI & Finance by saying that,...

Digital natives expect to be served with technology and usually like technology to be part of every touch-point they have with...

Last week was a mix of several things blending. Notably, integrations returned and utility continued to thrive. Headlines to take note of: The OCC added...

The demographics are telling: More Americans are turning 65 in 2024 than ever before. The precipitous decline in defined benefit programs, recent economic uncertainty...

We don’t talk a lot about the price swings in investments and markets in our discussions of advisor technology and wealthtech—perhaps...

By Michael Partnow The highly anticipated Netflix release of the latest Beverly Hills Cop did not disappoint! If you are looking for an action-packed comedy...