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A weekly update on cybersecurity trends in the wealth management space. We explore the client-adviser relationship over a cybersecurity breach.

There’s nothing like a good surprise to keep us humble and ready to learn, and there’s a nice surprise embedded in...

How much VC capital is enough? When searching Google for "how much VC capital a startup needs to launch,"  Google displays "how...

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...

By Greg Woolf, AI RegRisk Think Tank We recently moderated a roundtable at an AI for Executives conference focused on executive-level implications of AI adoption,...

In a recent interview with Pamela Cytron, President of The Founders Arena, we discussed women in wealthtech, unconscious bias, female founder mentorship opportunities, and securing funding.

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

Collaborations continued to be a focus point, but the end-user came out on top. Government interventions were overarching, with pushbacks from advocacy groups highlighting...

A lot is happening with artificial intelligence in financial services—the news items within this week’s AI in Finance newsletter represent broad and diverse applications...

Crypto compliance is still an ongoing journey, with regulatory efforts keeping pace with evolving innovations. That said, many actors still found ways to dodge...