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One of the main characteristics of a Gray Swan event (or events) is that, before an actual event is fully recognized, it is pretty clear and obvious to most people. But, reality being reality, most people will ignore the obvious, or refuse to believe that such a Gray Swan event could actually happen.

Re-making a wealth management firm with end-to-end automation and technology takes a major investment of time and effort, but in the end holds the promise to deliver an ideal user experience for all.

Seeing a bit of a pullback this week in the megadeals of fintech. In prior editions, we've seen EVERY deal at $200M+. This week, only our largest deal hit that number. However, last week was a rare one indeed in geopolitics.

Seeing as many as a dozen potential and current clients on a given day, financial advisors working within...

Today, it seems like companies are taking a more conservative approach to reopening plans, and fewer workers are returning to the office.

Non-fungible tokens (NFTs) might play a huge role in the future of financial industry, but today, many issuers struggle to use them effectively, and advisors and investors need to be aware of their potential risks.

Co-Founded in 2016, by Kristin Stafford and Amy Barbieri, Vital4 offers AI-driven data screening, monitoring and due diligence...

RegTech firm Smarsh this week announced the launch of a new partner ecosystem aimed at helping highly regulated companies confront their mounting e-discovery responsibilities.  

The San Francisco-based firm recently announced several new additions highlighted by three appointments to its leadership team: Beth...

The markets, in a flight to safety, have cut interest rates just as the Fed was going to raise rates. Inflation is going on steroids & there will certainly be social unrest & backlash.