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In last week’s roundup of wealth management technology news, we discussed a prominent financial advisor’s recent reading of U.S. Census and...

By Greg Woolf, AI RegRisk Think Tank The controversy surrounding California’s SB 1047 and its attempt to regulate AI is gaining steam—from both supporters and...

Occasionally we like to take in some of the counterprogramming on artificial intelligence, so this week to lead of AI and Finance we’re going...

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...

Governments continued to exert their influence(s) on the industry, with increasing adoption despite bad actors showing up. Stablecoins are improving the odds of adoption,...

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,...

Each week we find a new topic for our readers to learn about in our AI Education column.  This week we were inspired by defense, national security...

As the July 2024 CrowdStrike outage reinforced, cyber incidents can be devastating whether they originate with a bad actor or not. That’s why, across...

Innovation continued to thrive in the industry, with bad actors taking their moves to new lows. Regulatory actions remained tight, with rising institutional interest. The...