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Wealth technology is continuing to evolve, and we’re here to help you decipher it. Of course it was another busy week in...

Thanks to a new partnership between crypto platform Anchorage Digital and FusionIQ, the cloud-based wealth management solutions provider, financial advisors and firms now have...

The industry has settled down (a bit), with the AI conversation taking center stage. By the way, you should check out our new AI...

Most advisors probably have yet to use generative artificial intelligence in their day-to-day work experience—in fact, in a recent survey from Totumai and 8...

In the rapidly evolving world of technology, two innovations have emerged as game-changers: Artificial Intelligence (AI) and blockchain. Both technologies have been making waves individually,...

A lot is happening in the AI universe – so much that it doesn’t make sense for us to single out any particular piece...

A communications strategy has become crucial to modern business operations in the finance industry to streamline communications and campaigns, automate repetitive tasks, and make data-driven decisions.

This past week offered conference calls about earnings, the chilly winter, and annual objectives. These are some of the issues the industry faced alongside...

It was another busy week in advisor-facing wealth tech, with a few big names dropping interesting announcements.  In this week’s Advisor Tech...

Sunny days ahead... Spring seems to be here already (in winter). The upbeat mood accompanying it is evident as deal activity has...