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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...

Artificial intelligence is big now, but it’s going to get bigger.  I guess we could start out every week’s AI & Finance by saying that,...

Digital natives expect to be served with technology and usually like technology to be part of every touch-point they have with...

By: Penny Phillips, President, Partner, Journey Strategic Wealth How many times have we heard that advisors aren’t growing? Year in and year out we hear the...

By Greg Woolf, AI RegRisk Think Tank California, often at the forefront of technological innovation, is now at the center of a heated debate over...

Things continued to look up, with regulatory issues (slightly) decreasing. Adoption continued to improve amid (rising) scams. The headlines: The SEC let go of Solana...

By Greg Woolf, AI RegRisk Think Tank With all the drama unfolding at OpenAI over the last year, the Senate is getting concerned that the...

Last week (ended) on a positive note for the industry, with regulatory approvals balancing out enforcement actions. Institutional adoption is rising, with scam risks...

Move over millennials, Gen Z is taking over—and in this edition of Advisor Tech Talk, we’ll take a moment to consider...

Before we get to your financial artificial intelligence headlines in this week’s edition of AI & Finance, we should discuss the biggest technology news...