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AI & Finance™ | News for the Week Ending 10/10/25

AI hostility is everywhere these days, especially on social media.  Hello once again, we’re going to get to a 7,000-word rundown of AI & Finance...

Advisor Tech Talk (Week of 10/6/25)

We may be on the cusp of artificial superintelligence—and that might mean big changes for wealth management.  Welcome to big busy week...

AI & Finance™ | News for the Week Ending 10/3/25

Growing financial companies might want to consider making artificial intelligence technology their next big hire.  Welcome to AI & Finance where we’re going to run...

Advisor Tech Talk (Week of 9/29/25)

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Remember the robos?  You know, robo-advisors. We don’t seem to talk much about them anymore, but they’re still around, and growing rather...

Advisor Tech Talk (Week of 9/22/25)

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People in the U.S. are built differently, when it comes to their relationship with wealth management, anyway.  Welcome to another Advisor Tech...

FINTECH VIEWS: Sycamore’s Mike Overdorf on Consolidation in Wealth Management

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Amid the wealth management industry’s rapid consolidation, many firms are grappling with operational challenges that are growing more and more complex. While mergers and...

AI & Finance™ | News for the Week Ending 12/13/24

It’s the time of year for companies and media writers to create year-in-review pieces, and yes, we’re going to have some of our own...

Advisor Tech Talk (Week of 12/11/24)

Greetings, friends, and welcome to another Advisor Tech Talk—and don’t stop me if you’ve heard this one before—it's a busy week...

AI & Finance™ | News for the Week Ending 12/6/24

Remember X, or should I say, Twitter?  Today on AI & Finance we have a surprisingly robust list of artificial intelligence-related financial services headlines from...

AI & Finance™ | News for the Week Ending 11/15/24

The hits keep coming, don’t they?  November may be the cruelest month for an artificial intelligence and financial technology journalist, because there’s so much going...