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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.

Bank VCs and Startups: A match made in ____? More and more banks are lending to startups- an action previously avoided in...

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...

By Greg Woolf, AI RegRisk Think Tank Remember how the internet was created as a wonderful tool to share information for the greater social good—connecting...

It's a theory. A real stretch of a theory, too. But maybe not. All these years investors/traders have blamed summer for subdued and lackluster...

Friends, we had an amazing trip to TX (except for the Nvidia stock split, but that's a diff story), and now we're back at it!  Meanwhile the TX Stock Exchange was announced and it seems like fintech & AI keep rolling, despite ongoing geopolitical uncertainty...READ UP!