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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...

Niche sectors ruled last week with evidence of improved and seamless innovation occurring. Fintech firms lowered the barriers to market entry, especially for several...

Advisors risk a missed opportunity for quality engagement if they wait until the end-of-the-year prep with clients to develop giving or philanthropic plans.

Pivoting... As investors pivot their funding into differing sectors, startups must also pivot their strategy and development to meet time-sensitive goals. "Goals?"...

"What glitters is not always gold." "Size doesn't always matter." The same songs keep playing from a squeaky record player off of broken...

By Christopher Robbins This was a very busy week in digital wealth. In the banking world, BankiFi took...

And the money is flowing again. Just like that, the VC spigot in digital wealth is...

Financial advisors have a huge opportunity to help their clients with tax issues. The problem is that many advisors believe providing tax assistance to their clients is tantamount to providing tax advice.

Lance was built by a team of former freelancers based on the insight that the market is still struggling to manage everyday cash flow and income documentation across multiple income streams.