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The Week in Digital Wealth (9/24/24)

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Innovation resumed its front-seat status, with partnerships giving rise to fast-paced deployments. Interestingly, there are a few "old vs. new" solutions that reflect everyday...

Advisor Tech Talk (Week of 9/17/24)

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While we still have a few days in astronomical summer to sort through, for all intents and purposes, summer is over...

The Week in Digital Wealth (9/17/24)

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Slight friction between regulators and industry players signaled (forthcoming) interesting interactions between both parties. Everything continued humming as usual, but a user-centric approach to...

The Week in Digital Wealth (9/10/24)

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Integrations and partnerships helped improve customer experiences alongside new product features. Government regulation remained light touch as the focus shifted towards improved utility. Headlines to...

The Week in Digital Wealth (9/3/24)

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Product launches were a thing last week, with integrations providing faster access and ease of use. Regulatory actions were heavy-handed with fines, but the...

AI & Finance™ | News for the Week Ending 8/30/24

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...

The Week in Digital Wealth (8/27/24)

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Partnerships ruled last week, with innovation-focused collaborations taking center stage. Use cases expanded and light touch regulatory action thrived. Headlines to take note of: The...

AI & Finance™ | News for the Week Ending 8/23/24

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,...

The Week in Digital Wealth (8/20/24)

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Last week was a mix of several things blending. Notably, integrations returned and utility continued to thrive. Headlines to take note of: The OCC added...

The Week in Digital Wealth (8/14/24)

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Niche sectors ruled last week with evidence of improved and seamless innovation occurring. Fintech firms lowered the barriers to market entry, especially for several...