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AI & Finance™ | News for the Week Ending 5/29/26
Once again, AI takes no holiday.
But, fortunately, we do, and we will. Over the next few weeks you might see us dial back some of our self-written...
Advisor Tech Talk (Week of 5/26/26)
Happy Memorial Day, wealthtech readers!
Welcome to our latest edition of Advisor Tech Talk, where we might say it was a bit of a...
Advisor Tech Talk (Week of 5/5/26)
Are we Rebels, or are we just more storm troopers for an evil Empire?
Welcome to another Advisor Tech Talk, where we’re sitting down to round up the...
Advisor Tech Talk (Week of 4/28/26)
We say it a lot, but boy, was it a busy week for wealthtech. We hope you enjoy this edition of...
Advisor Tech Talk (Week of 3/24/26)
Content, content everywhere, but not a word is read. Heck, you’re probably not even reading this.
We’ll keep writing anyway, because there’s a lot of advisor technology news to cover...
Advisor Tech Talk (Week of 3/17/26)
AI is officially a sine qua non for the wealth management tech stack—but where should we put it?
Welcome to an extra-busy...
Advisor Tech Talk (Week of 3/3/26)
Most financial advisors need to periodically earn continuing education (CE) credits to keep their professional marks and certifications current. For most designations, earning CE credits doesn’t really mean that...
DWN Publisher Notes For 1/27/26
Wealthtech moved decisively from background infrastructure to competitive signal this week as partnerships, AI adoption, and platform choices reshaped how advisors recruit, grow, and differentiate in a tightening digital wealth landscape.
AI & Finance™ | News for the Week Ending 1/23/26
January 2026 seems like a popular time to talk about artificial intelligence in financial services.
Welcome to another AI & Finance, where we do have a...
Advisor Tech Talk (Week of 1/20/26)
Wealthtech is robbing financial advisors of the value of their expertise and experience, leading wealth managers to retreat towards managing and maintaining relationships with client households.
Is the financial services client relationship,...