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Financial markets dull? Business slow? Have a lot of "free time?" Certainly a lot of "free time" can cause a lot of angst and...

There’s nothing like a little confirmation to restore your pride, and among this week’s advisor tech headlines is a survey cementing...

With the elections coming (in November), both sides of the political spectrum have differing views on how crypto firms should operate.  That said, the SEC...

Publisher's Note: In our ongoing effort to educate our readers about everything AI, we select a weekly topic to delve into in our AI...

We’re coming up on the four-month anniversary for AI & Finance™, but it seems like we’ve been writing about the artificial intelligence revolution brewing...

Friends, we like to deliver the news - just the news - on the finserv technology industry, and then pepper it with some solid thought leadership.  But every now and then, we'll also lthrow in a jolt - akin to a cold shower - like our Gray/Black Swan piece this week - just to make sure you're awake. READ UP!!

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

Things continued (as usual) with the industry taking on AI expansions and integrations. That said, other integrations were (also) in play, while compliance remained...

This period marks a significant shift in the cryptocurrency industry, with the departure of influential figures who once seemed invincible. The landscape is evolving,...

With the model of advisor marketing services woven into the company's culture, having a suite of marketing tools readily available and a team that supports them is attractive to advisors looking to transition.