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This week on the Standard Deviations podcast, Dr. Daniel Crosby is joined by Jane Adshead Grant. Jane is passionate about contributing to the world of...

FusionIQ, a cloud-based wealth management solutions provider, recently announced an integration with Interactive Brokers, a Canada-based automated global electronic broker (Nasdaq: IBKR). Through this...

Have you heard the term “culture of compliance?” The idea is to boost employee buy-in for compliance by showing how it fuels long-term success. Beyond...

Artificial intelligence in finance is going to change the way we think about and work with money—some of those changes will come quickly, others...

Each week we find a new topic for our readers to learn about in our AI Education column.  This week, we're delving into Snapdragon,...

Today's marketing landscape is increasingly complex and competitive. By implementing these seven trends into their marketing strategy, advisor marketing teams can effectively engage clients and prospects.

A small group of large, well-known national players has long dominated the clearing and custody space. The most substantive change of note recently within...

At its core, TIFIN AG exists to bring more people into the world of financial advice. We achieve this by creating machine learning models that generate insights, signals, and intelligence to help wealth enterprises grow faster.

With artificial intelligence in finance, technology is no longer a path out of the pitfalls of money behaviors.  Over the past half century, the financial...

There’s nothing like a little confirmation to restore your pride, and among this week’s advisor tech headlines is a survey cementing...