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Move over Meta and Musk; a much more interesting player is in town- AI. “In 2023, a wide range of open-source AI...

What a busy week in advisor technology news, with a lot of important headlines to share. Perhaps no story was more important...

The fintech sector remains fragmented, signaling a significant opportunity for mergers and acquisitions to drive efficiency and growth. Even as increased interest rates push...

Morgan Stanley announced stocks could decline 25%, real estate sales are beginning to plunge, inflation didn't go "poof" away. The bright spot is in the bitcoin/ethereum corner

Friends, in celebrating President's Day this week, it's interesting to note that Washington (along with Hamilton) arguably created the original American fintech - the Bank of the United States. Fascinating! In the meantime, READ UP!

As concerns surrounding Bitcoin’s energy usage remain pervasive, crypto’s multi-feature utility shows that it has the potential to help countries reach their climate goals faster.

By Teresa Leno A fresh New Year is here, and you may be ready to upgrade your advisor marketing tactics. Whether you manage your blog...

In advisor tech news this week, we have a couple of product launches, some research, and some new faces promoted to...

Politics and regulation- The VC world is waiting to see how the SEC intends to regulate the industry, thanks to more...

By Christopher Hamman Things became pretty interesting in the decentralized space.  Paxos received more than its fair share of knocks from the US regulatory...