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This week in Advisor Tech Talk, wealth management continues its hot streak of activity, and of course, wealthtech follows suit.  The biggest...

The industry hummed along into the new month as the first leaves of the fall showed their gold colors. Partnerships continued to thrive, paving...

Other pockets It's no surprise that 2024 is shaping up to be one of the slowest years for deal activity—way down compared...

The British rock band Oasis announced a long-awaited reunion in late September 2024, with a tour in 2025 that will include stadium shows in...

This summer, the Money Management Institute, the New York-based professional association for firms offering clients financial guidance and investment advisory services, along with the...

Smarsh, a Portland, Oregon-based tech company that enables regulated organizations to capture, archive and monitor data from business communications, recently unveiled an AI-powered tool...

Each week we find a new topic for our readers to learn about in our AI Education column.  I love math—and I don’t mean that ironically. I...

By Greg Woolf, AI RegRisk Think Tank The European Union's strict approach to artificial intelligence regulation is starting to shake up the tech world, affecting...

Financial advisors spend countless hours trying to customize investment portfolios for their clients. Despite their best efforts, they feel overwhelmed by the sheer volume...

This week we continue our series on the top 5 VC-funded deals in AI. This past week was once again a more muted one for...