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This week we begin a new 5-part series for the month of December on artificial intelligence within the financial sector and four leading use...

For growing financial firms, the first $1 billion in AUM is the most difficult to achieve because of the amount of change that takes place as a practice becomes a business, and a business transforms into an enterprise.

Over the last four to six years, there has been a gradual change in how advisors build relationships and service their clients. The change has emanated from regulatory changes driving advisors' fiduciary duties.

For years, much of the wealth management industry has viewed technology providers like vendors when they should be viewed as partners, said Crystal Andrus of JIFFY.ai.

Looks like the race is on. ETH and gold. The bets are on ETH ultimately trading above gold. Bitcoin surpassed gold way back in 2017 and never looked back. It's ETH's turn.

Behavioral finance is sometimes mistakenly seen as a vehicle for ridding investors of their pesky emotions & irrational quirks, so they become something like the Homo Economicus economists imagined them to be.

It looks like the SEC is hedging its bets with crypto ETF delays. We will have to wait and see what is simmering under the...

The world is awash with personal finance advice online and in books, but much of it is not helpful to individuals and families, and some of it is harmful.

“The technology that helps a start-up mature and move through its growth phase rarely suits that firm’s needs when it comes time to scale,” said Adrian Johnstone, president and co-founder of Practifi.

In a world where increasingly sophisticated technology is making transformational changes in the way businesses operate and grow, calculating the return-on-investment (ROI) requires more than a simple equation