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Though the numbers showed a mixed picture of the American economy, the industry remained upbeat with lower unemployment. Bloomberg went on the offensive with a...

This was not a quiet week on the advisor side of fintech news.  I know, it feels like we find a way...

BOULDER, Colo. and NEW YORK, Aug 17, 2023 – TIFIN AMP, the leading artificial intelligence (AI) platform for the intelligent distribution of funds, is thrilled to announce...

We’ve notched another big, busy week in the advisor tech space.  Perhaps the most interesting headline is that Tyrone Ross, an outspoken...

These appointments follow the recent announcements of J.P. Morgan-backed TIFIN.AI to drive thematic generative AI-focused innovation in the financial services industry and the Hamilton...

Wealth management firms have a hard time growing without finding some mechanism to find the clients that they want to serve—a process called lead generation.

More than a third of advisors want more control over their business when going independent or switching their broker dealer, but one wrong step, could cause significant legal issue to arise. 

Earnings calls revealed better-than-expected results in H2 2023, which is not bad despite skeptical expectations. The Fed launched "FedNow", its real-time payments network, leaving many...

Paige Swartzendruber has literally grown up in the wealth management space and continues her father’s legacy, working alongside him as both a financial advisor...

By Robert Cruz | VP, Regulatory and Information Governance at Smarsh By now, you’ve undoubtedly read about the wildly successful launch of Meta’s new alternative to Twitter,...