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Things seemed settled, with the (usual) exits and rebounds confirming (some) stability. State-level adoption improved, with rising interest, and bankruptcy resolutions moved forward.  The headlines: ...

A small group of large, well-known national players has long dominated the clearing and custody space. The most substantive change of note recently within...

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

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 House of Representatives has voted in favor of a bill to repeal SAB 121, the SEC’s guidance blocking banks from offering crypto custody, while the White House said it would veto the bill.

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!!

WARNING: This article is rated PG-13.  It is NOT meant to be political and may best be read with a cold bottle of vodka...

By Tanya Van Court is CEO & Founder of Goalsetter Fueled by a passion for technology, I charted my early career in Silicon Valley when...

By Greg Woolf, AI RegRisk Think Tank We recently moderated a roundtable at an AI for Executives conference focused on executive-level implications of AI adoption,...

Friends, we have some fascinating content this week - including a look at the difference between financial wellness and financial independence, how women are evolving the wealthtech industry (and the challenges they still face) and two very different but compelling looks at the marketing landscape in the finserv currently. READ UP!