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Banking institutions must stay abreast of compliance requirements in an ever-evolving regulatory landscape, and a recent change is the new Community Reinvestment Act (CRA) rules regarding financial literacy.

The Los Angeles-based fintech real estate investment firm, Leap Analytics, recently launched an educational training series for commercial Realtors. The new program focuses on how...

For our latest Fintech Luminaries feature, we'd like to offer a fresh news take on this series with an interview from an up and coming FUTURE fintech luminary, 8th grader Jessica Albright. Learn how the current generation is already using fintech and how they hope to be involved in the industry in the future.

Slight friction between regulators and industry players signaled (forthcoming) interesting interactions between both parties. Everything continued humming as usual, but a user-centric approach to...

Each week we find a new topic for our readers to learn about in our AI Education column.  Artificial intelligence feels so new and so big that...

Time's up. September is now in full swing. No more summer. No more vacations. Kids are back in school. No more three day weekends...

There’s a lot of wealthtech news to get to, even in a holiday-shortened Advisor Tech Talk, but first we should discuss...

In our recent interview with Teresa Leno, CEO and Founder of Fresh Finance, she explains why making Martech buying decisions in the 4th quarter sets the tone for 2025 advisor marketing success.

Each week we find a new topic for our readers to learn about in our AI Education column.  The term “cancer moonshot” was coined by President Joe...

Is it people who want more artificial intelligence, or is it really businesses driving the economy towards more AI?  Some recent pieces of research lead...