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There’s a lot of money in motion in 2024, and it’s not just in mergers and acquisitions or retirement rollovers.  No, this...

The Chicago-based wealth management firm LaSalle St. recently announced it has entered into a strategic partnership with end-to-end tech platform provider Advyzon. Advyzon, which is...

We try to cast a broad net when unearthing the latest and greatest financial artificial intelligence news each week—but as the weeks progress, we’re...

In an era where technological advancements are rapidly transforming every aspect of our lives, education stands as no exception. Artificial Intelligence (AI), once a...

Yes, AI might be responsible for the hottest news in the advisor tech universe, but blockchain, cloud and conventional roboadvisors still...

The interconnectedness of technologies in the industry is not a new occurrence.  Things heated up this time! One cannot (really) tell where one technology starts...

Artificial intelligence has the ability to help transform the way people live—financially speaking, it’s already subtly changing the way we earn, spend, save and...

Throughout his 30+ year financial services career, AdvizorStack CEO Paul DeMaio never considered himself a disruptor. All that changed in 2022, when Paul, along...

As fintech continues to proliferate and transforms the wealth management landscape, advisors are engaged in not one, but multiple arms races.  The...

Crypto volatility may be a permanent thing. Then again, we are all holding on for dear life! (HODL) That said, the week was busy on...