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The Week in Digital Wealth (10/22/24)
"Integrations" remained last week's buzzword, with end-user utility defining the Fall's tone. The winners remained those who could best solve problems within well-defined regulatory...
Advisor Tech Talk (Week of 10/23/24)
Welcome to a big week in wealthtech where the news was bolstered by a couple of active industry conferences. Before we...
AI & Finance™ | News for the Week Ending 10/18/24
There’s so much AI in Finance news to get to this week, we’re going to dispense with most of our introduction so we can...
The Week in Digital Wealth (10/15/24)
New solutions continued to emerge in tandem with partnerships. Election concerns did little to calm fever-pitch activity. Regulators took a proactive approach.
Headlines to take...
AI & Finance™ | News for the Week Ending 10/11/24
Hello and welcome to another—wait for it—BUSY edition of AI & Finance. This week we have a ton of headlines to deliver your way...
The Week in Digital Wealth (10/9/24)
Utility took over last week's industry convo, with new features improving end-user experiences. Integrations also moved in that direction. Partnerships focused on cost reduction...
Inflation “Fixed?” Wait for Phase Two
Mission accomplished? Inflation conquered? Is that true?
Well, the same folks who said they didn't see any inflation and then said even if there...
The Week in Digital Wealth (10/2/24)
The industry hummed along into the new month as the first leaves of the fall showed their gold colors. Partnerships continued to thrive, paving...
The Week in Digital Wealth (9/24/24)
Innovation resumed its front-seat status, with partnerships giving rise to fast-paced deployments. Interestingly, there are a few "old vs. new" solutions that reflect everyday...
Advisor Tech Talk (Week of 9/17/24)
While we still have a few days in astronomical summer to sort through, for all intents and purposes, summer is over...