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Wealth technology is continuing to evolve, and we’re here to help you decipher it. Of course it was another busy week in...

The industry has settled down (a bit), with the AI conversation taking center stage. By the way, you should check out our new AI...

This past week offered conference calls about earnings, the chilly winter, and annual objectives. These are some of the issues the industry faced alongside...

IFFY.ai’s goal is to help businesses transform themselves into technology-powered ‘autonomous organizations,’ which are all about efficiencies, consistency, and greater experiences.

Friends, another major news week in the wealthtech sector, so make sure to read Advisor Tech Talk for the latest. There's also news from The Founders Arena wealthtech accelerator, a deep dive into AI & Finance and a new survey from Smarsh.  A super news-filled week - so make sure to check it all out! READ UP!!

It's tax season! Have you done your numbers? That said, Hidden Road is going deeper into the transaction space Cops think the metaverse works for...

Welcome to 2024! The industry kept the hits coming over the holidays, with new and old players showing their strengths. The SEC continued with its...

The Year in Digital Wealth (Part 1) As we round off the year, we wish everyone a Merry Christmas. This week and next, we shall...

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Daniel Staker. Daniel Staker is a real-life attorney who ended up...

We’re not just howling into the wind when it comes to next generation technology—the future is now.  For financial advisors, reading about...