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What a huge news week. Even in the realm of wealth technology, there was a lot going on.  Of course, the biggest...

This week we continue our series on the top 5 VC-funded deals in AI. We took the week off last week for the July 4...

There’s still plenty of financial artificial intelligence news to report, but we’re going to start this week’s AI & Finance with a confession of...

Friends, we hope you got some vacay time in last week. We're currently hunkered down for a heat dome here in Montana. Meanwhile, we're reminded that with all the ongoing chaos in markets and politics, your mantra should be "Don't Worry, Be Happy"...READ UP!!

Prominent industry juggernauts are bringing risk tolerance squarely into the financial planning conversation from its prior position as a compliance afterthought.

Relationships are central to a successful wealth management experience. That reality extends beyond the advisor/client relationship to how technologies interact with each other within an enterprise.

Multiparty collaborations are (finally) seeing the light, with a focus on niche utility. That said, the industry is (seemingly) shifting back to its startup...

The wealth industry has evolved, and free advisor marketing services and tools empower advisors with invaluable resources to attract more clients and retain existing ones.

Another summer holiday week is in the books, but there’s still plenty to discuss in advisor technology—including two potentially industry-changing announcements.  One,...

Innovation is the currency that buys you a seat at the table. Today, the Money Management Institute (MMI) and Barron's announced the finalists for the...