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In the next segment of Sarson Funds’ Defi Series, we will provide an overview and analytical discussion of Fantom (FTM), an alternative layer 1 decentralized financial (DeFi) network.

September 23, 2020 New York – Citi and the Citi Foundation today announced more than...

Continuous marketing is critical to expanding your client base and growing your AUM. Here are five 'marketing things' that every advisor must deploy now to grow their business in 2025.

Financial advisors spend countless hours trying to customize investment portfolios for their clients. Despite their best efforts, they feel overwhelmed by the sheer volume...

Happy Autumn, it’s time for a pumpkin-spiced edition of AI & Finance—and we do have a good number of financial artificial intelligence headlines to...

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

Crypto is once again the new cool as a blazing-hot summer gives way to fall. Adoption achieved momentum alongside rising mainstream interest. Sadly, the...

Big Tech on Banking Much is changing for Big Tech as companies turn to the startup ecosystem to solve pain points like...

Welcome to another edition of AI & Finance bursting at the seams with financial artificial intelligence news!  This week we have items from some of...

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...