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Friends, this week we delve into the Community Reinvestment Act and hear about the varied applications of AI in the wealthech startup ecosystem. Meanwhile, we see more VC deals in the sector, albeit at lower funding levels and have several new hires in the advisortech space to report.

Financial advisor guru and self-declared nerd Michael Kitces made a not-so-bold assertion in a recently published report: The pool of desirable clients...

AlphaTrAI, an AI-driven technology solutions and services provider based in San Diego, has expanded its footprint by acquiring Anchor Advisory Services (“Anchor”), a scheduling...

Friends, in addition to our always stellar industry news coverage, this week we have thought leadership on "authentic intelligence", advisor review sites, techonology's role in retirement income and a look at what's required when advisors move firms...READ UP!!

Friends, this week Bill Taylor takes an interesting takeon the bitcoin trade. Meanwhile, during what would normally be a slower summer schedule, wealthtech news is actually ramping up. We also are seeing more blockchain deals in the VC sector again and the news keeps flowing in defi and digital wealth. READ UP!

Summer is winding down, but the wealthtech news feels like it’s winding up.  2024 may go down as the year without a...

Today, marketing teams face enormous pressure and challenges to stay ahead of the curve, consistently delivering creative and effective campaigns that stand out in an increasingly crowded marketplace.

Each week we find a new topic for our readers to learn about in our AI Education column.  Artificial intelligence is a great problem solver. In recent...

Friends, in the past week we've seen a new veep candidate and crashing markets - yup, it's 2024.  Meanwhile, we take a deep dive into the increased SEC activity driving the regtech boom, succession planning tips for advisors, plus all the major sector news, vc deals and much morre....READ UP!!

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