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At this point in our history (and news cycle), who HASN'T heard of ChatGPT, the conversational AI platform revolutionizing the world as we know...

Artificial intelligence applications in finance are news, and small, yet expanding at a rapid rate—but the newfangled generative AI is quickly becoming ubiquitous in our...

Matthew Gotlin, CFA®, has been named Choreo's Chief Investment Officer. According to a company release, Gotlin will lead a team that creates client solutions...

It’s past time to put one of the ongoing advisor technology debates to bed.  For nearly 15 years, advisors and the workers...

Stayin' in the lane Well-established VCs generally stay in their lane (fintech category), often knowing the directions from traveling to the same...

San Diego-based AlphaTrAI, a technology consulting and service provider for the wealth and asset management industry, recently announced the appointment of John F. Sweeney as...

By Greg Woolf, AI RegRisk Think Tank Remember when your iPhone was just for calls and texts? Fast forward to today, and it's your pocket-sized...

Once again, this week we have an incredibly diverse group of companies (and categories) comprising our top 5 venture-funded AI deals for the past...

Whenever a new technology emerges into any labor-intensive economic sector, a battle of futurists results.   On one side are the technological utopians who imagine...

Today’s Advisor Tech Talk should stand as an example of the momentum behind wealth management technology.  See, it being “spring break” week...