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AI & Finance™ | News for the Week Ending 5/3/24

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 Week in Digital Wealth (4/1/24)

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Happy new month! The industry turned green in response to Spring as user experiences (once again) took center stage. Partnerships were also in play, with collaborations...

The Week in Digital Wealth (3/18/24)

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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...

The Week in Digital Wealth (12/19/23)

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There may not be any gifts on Christmas trees in the industry, but there were a lot of solutions and partnerships to wrap up...

BACK OFFICE HEROES: Is It Too Late to Start a Digital Transformation?

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Most companies and financial advisors realize the benefits of updating and transitioning to digital solutions, but a total transformation can seem daunting.

Wealthtech Marketplace for Advisors

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The following list of wealthtech resources for advisors is referenced from a prior Michael Kitces Financial Advisor Fintech...