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Arlington, TX – June 5, 2024 – First Rate, a global leader in WealthTech providing AI reporting and compliance services for the wealth management...

This week we continue our series on the top 5 VC-funded deals in AI. Now for the fourth week in a row, the VC funding...

Legislation had twists and turns, with the Federal Government giving little indication of its (proper) intentions. That did not stop some government agencies from...

Friends, we're traveling this week to the Dallas area, but the newsletter & website are still chock full of great news & industry info plus insight into the dark side of AI & a look at the latest cohort from wealthtech accelerator The Founders Arena...READ UP!!

Client expectations have dramatically changed over the past few years. Marketing professionals are now responsible for demonstrating how the organization and its advisors aim to improve a client's financial wellness.

The 100,000th Certified Financial Planner has been named, and she’s a 31-year-old millennial woman from Bedminster, N.J. named Simone Lee—a second-generation...

Keeping an Eye on AI... A flurry of funding continues to flow into startups and those enhancing their products with 'AI infusion'...

Today’s financial advisors need to cut through the clutter and set themselves apart from the competition. To do so, they must go beyond occasional...

The Money Management Institute (MMI) announced the 2024 finalists and winners of the organization’s Executive IQ Capstone Innovation Project. The final project of the...

SLK Private Wealth, a Sanctuary Wealth partner firm, has added Los Angeles-based advisors Adam Weinstock, CFP® and Eleanor Weinstock to the practice. The team...