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The Week in Digital Wealth (10/22/24)

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"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)

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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)

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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

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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)

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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)

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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)

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While we still have a few days in astronomical summer to sort through, for all intents and purposes, summer is over...