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Summer is winding down, but the wealthtech news feels like it’s winding up.  2024 may go down as the year without a...

Move over millennials, Gen Z is taking over—and in this edition of Advisor Tech Talk, we’ll take a moment to consider...

According to the U.S. Internet Crime Complaint Center, cybercrime results in more than $12 billion per year in damages in America alone. The finance...

Friends, we hope you got some vacay time in last week. We're currently hunkered down for a heat dome here in Montana. Meanwhile, we're reminded that with all the ongoing chaos in markets and politics, your mantra should be "Don't Worry, Be Happy"...READ UP!!

Months after launching AI and Finance, the world is still in the extremely early stages of integrating artificial intelligence technology with the financial services...

Friends, we're traveling this week to the Dallas area, but the newsletter & website are still chock full of great news & industry info plus insight into the dark side of AI & a look at the latest cohort from wealthtech accelerator The Founders Arena...READ UP!!

The 100,000th Certified Financial Planner has been named, and she’s a 31-year-old millennial woman from Bedminster, N.J. named Simone Lee—a second-generation...

Friends, we think you'll like our lead story this week - I can certainly identify with it, as it's a bit hard to know what to watch these days. Meanwhile, we have SO MUCH NEWS to report along with an interesting op-ed on digital assets....READ UP!!

Is AI in a Bubble? Any time an emerging technology captivates consumer attention and generates tremendous amounts of investor excitement, market watchdogs begin to ask...

The biggest advisor tech news this week is not among our list of headlines.  Because this news did not come from a...