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Even during a holiday week, there were plenty of wealth management headlines to report.  Sure, Juneteenth is relatively new as a federal...

This week we continue our series on the top 5 VC-funded deals in AI. As we've recently noted, funding rounds in AI seem to ebb...

We are now more than 19 months from generative AI surging into the public consciousness in a major way with the initial launch of...

Each week we find a new topic for our readers to learn about in our AI Education column.  This week we find inspiration in, of all things,...

Friends, have you considered voting for an AI for Congress?  Well, it's happening in the UK for a Parliament seat.  Meanwhile, we saw a MASSIVE $650M funding in the financial research sector this past week. The news continues, even during the "slow" summer months...READ UP!

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...

Recently, we sat down with Teresa Leno, CEO and Founder of Fresh Finance, to understand her take on vital approaches to help wealth organizations establish and showcase the value of their marketing efforts.

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...