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Investor-focused content is pivotal to resonating with current clients because it helps ensure that the advisor speaks directly to them, addresses their diverse needs, and helps guide their financial decisions.

There was quite a bit of financial advisor-related wealth tech news this week, but to start out this edition of Advisor...

Not everything about the adoption of artificial intelligence in the financial industry is going to be a net positive for the world.  Let’s dig into...

By John Sweeney, President, AlphaTrAI “The companies that succeed … will be those that most effectively use AI.   If you’re making maximum use of AI,...

Smarsh, a Portland, Oregon-based provider of communications data and intelligence technology, announced it has worked with OpenAI to create a solution for enterprises in...

According to the U.S. Internet Crime Complaint Center, cybercrime results in more than $12 billion per year in damages in America alone. The finance...

Friends, life is complicated these days. I'm somewhere between watching skateboarding cats on YouTube for comic relief, hoping fervently for civility and compassion in our country's highly overheated politics, and deeply caring about the content we create each week for our readers, which we have more of today...READ UP!

What a huge news week. Even in the realm of wealth technology, there was a lot going on.  Of course, the biggest...

B.C., A.D., AI? In historical dating, keeping track of significant events on the evolutionary timeline has for centuries fallen into two categories:...

There’s still plenty of financial artificial intelligence news to report, but we’re going to start this week’s AI & Finance with a confession of...