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CogniCor has launched a pilot program for its enterprise-ready, AI-enabled digital assistants that are newly integrated with Microsoft Azure OpenAI Service. The Palo Alto-based CogniCor, a provider...

The industry resumed fully (post holiday season) with solutions, partnerships, and products occurring everywhere. Bloomberg has launched a new data tool Circle started its...

The cryptospace finally has its day in the sun with the SEC approving all 11 applications (well, mostly). That said, hackers are getting bolder...

Welcome to 2024! The industry kept the hits coming over the holidays, with new and old players showing their strengths. The SEC continued with its...

The new year revved up with everyone fired up and ready to go! That said, SBF can breathe easily (for now) ICE added options...

Move over 2023, 2024 is starting out with a bang—when it comes to advisor tech news, that is.  Yes, we just wrapped...

Gazing into a Crystal Ball... If you could see the future, would you want to? While crystal balls may interest some, they...

Financial inclusion is the goal of ensuring that everyone, regardless of their income, location, gender, or other factors, has access to affordable and appropriate...

The time is right to add private markets to client allocations—but investing in alternatives is a time- and labor-intensive process for financial advisors and their clients.

We continue with part 5 of our five-part series, exploring how artificial intelligence (AI) enhances the client experience by creating an end-to-end digital experience...