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Advisors are surrounded by a bewildering array of new technologies and ideas purporting to help them grow and become more efficient, said Michael Partnow head of wealth management at JIFFY.ai

Blockchange Inc., a leader in digital asset investing solutions for financial advisors, recently announced the launch of a new strategic alliance with Equity Trust Company, an alternative asset custody provider for retirement accounts.

Even before the pandemic upended traditional prospecting channels, many advisors saw the potential advantages of embracing social media. Facebook alone had more than 2.7 billion monthly active users in 2020. But it hasn’t always been obvious to our industry what could - and should - be done with social media.

The world looks different depending on what level of advisor-facing fintech a company operates on.

Here at AI & Finance, I believe that, week in and week out, we offer an editorial tableau that stands as a convincing argument...

It’s another week, and wealthtech is bigger and busier than ever before.  And if you think wealthtech is big—we'll refer you below...

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...

It's over. It's done. What is it? The U.S. election. No matter which way you voted, you have to be extremely happy it's over....

DWN's new podcast series with hosts, Al and Ivy (AI), presents the most topical subject of the week and discusses it in an easy...

The constant search for size and scale among independent wealth management enterprises has some financial advisors questioning whether bigger is indeed better – especially...