bolt - search results

The usual launches continued alongside partnerships and integrations. Interestingly, compliance efforts by the government increased (slightly). Headlines to take note of: Bloomberg continued its automation...

There was quite a bit of financial advisor-related wealth tech news this week, but to start out this edition of Advisor...

Not everything about the adoption of artificial intelligence in the financial industry is going to be a net positive for the world.  Let’s dig into...

Each week we find a new topic for our readers to learn about in our AI Education column.  This week we find inspiration in, of all things,...

Technology’s proliferation into wealth management is often viewed from a user experience perspective—we think of technology creative a better client or...

Things continued (as usual) with the industry taking on AI expansions and integrations. That said, other integrations were (also) in play, while compliance remained...

The biggest advisor tech news this week is not among our list of headlines.  Because this news did not come from a...

Technology can’t replace the expertise & personal nature of the client/advisor relationship, but it can add efficiencies that keep an advisor on-task & better able to focus their time on a client’s needs.

The word “integration” is so commonly uttered by technology providers that it’s become the  corner square on the fintech BINGO board, but they describe something incredibly important to advisor technology

To be perfectly blunt, WTF is going on? Let's pretend you are spending time at the international space station looking down at earth from 250...