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In last week’s roundup of wealth management technology news, we discussed a prominent financial advisor’s recent reading of U.S. Census and...

Innovation continued to thrive in the industry, with bad actors taking their moves to new lows. Regulatory actions remained tight, with rising institutional interest. The...

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Clare Flynn Levy, CEO and Founder of Essentia Analytics. Prior to...

Last week (ended) on a positive note for the industry, with regulatory approvals balancing out enforcement actions. Institutional adoption is rising, with scam risks...

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...

By John Sweeney, President, AlphaTrAI “The companies that succeed … will be those that most effectively use AI.   If you’re making maximum use of AI,...

Artificial intelligence is everywhere, but not everywhere in wealth management—yet.  In fact, as we frequently note in our weekly AI & Finance...

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

Things seemed settled, with the (usual) exits and rebounds confirming (some) stability. State-level adoption improved, with rising interest, and bankruptcy resolutions moved forward.  The headlines: ...

With artificial intelligence in finance, technology is no longer a path out of the pitfalls of money behaviors.  Over the past half century, the financial...