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By: Penny Phillips, President, Partner, Journey Strategic Wealth How many times have we heard that advisors aren’t growing? Year in and year out we hear the...

Teresa Leno, CEO of Fresh Finance, says that while online reviews can benefit advisors and wealth organizations in many ways, there are also potential drawbacks to consider.

The demographics are telling: More Americans are turning 65 in 2024 than ever before. The precipitous decline in defined benefit programs, recent economic uncertainty...

In our latest interview with Pamela Cytron, CEO of The Founders Arena, she revealed how she uncovered the underlying requirement for AI: a concept she calls “authentic intelligence.”

This week in AI and Finance we have to ask a question—though we acknowledge that we might be asking it prematurely:  Where are all the...

By Greg Woolf, AI RegRisk Think Tank California, often at the forefront of technological innovation, is now at the center of a heated debate over...

Each week we find a new topic for our readers to learn about in our AI Education column.  There are some industries, particularly highly regulated ones like...

In our recent DWN interview, Michael Partnow, Group President, Wealth Management at JIFFY.ai, shed light on advisor transfers, and transforming the moving experience from “darkness” to “transparent.”

The next few months are going to really test everyone's nerves. Black swans are circling and one or more of them will probably land. DON'T BE SURPRISED BY THE SURPRISES COMING.

WealthTech provider The Sycamore Company recently announced that Axtella, a network of two broker-dealers and an RIA, has adopted Sycamore’s Compensation Manager solution to...