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The industry shifted from embedded integrations to partnerships. Unveiled solutions (also) had a utility focus, solving customer-related problems (seamlessly). Headlines to take note of: The...

Industry ups and downs continued as simmering regulatory actions showed a slight slowdown. That said, safety is (still) an issue with rising security concerns. The...

Recent Federal Reserve data indicates that the top 10% of families account for almost three-quarters of U.S. wealth. These affluent families have complex wealth management needs.

It’s probably not happening in 2024, and thus, advisors should breathe a sigh of relief.  As consumers continue to explore fintech and...

By Kristen Grau, CPA, CVA, CEPA, Executive Vice President More than a third of financial advisors managing 40% of industry assets are projected to retire by...

One of the first myths regarding artificial intelligence and finance we addressed after founding this feature months ago was the idea that AI would...

This week we continue our series on the top 5 VC-funded deals in AI. Funding rounds are starting to increase again for the AI sector. ...

Each week we find a new topic for our readers to learn about in our AI Education column.  This week, we are looking into...

Technical glitches did not hinder innovations and partnerships from springing forth, with integrations taking center stage. It looks like the end-user is back in...

The industry settled in with ongoing legislative discourses at the fore. However, things are far from settled, with the November elections looming over everything....