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There’s nothing like a little confirmation to restore your pride, and among this week’s advisor tech headlines is a survey cementing...

Things continued (as usual) with the industry taking on AI expansions and integrations. That said, other integrations were (also) in play, while compliance remained...

Flat, as a pancake VC deals are not going up or down—they are essentially flat 'as a pancake' month over month. Even...

This week we continue our series on the top 5 VC-funded deals in AI. This week we, once again, have a $1B USD raise (we...

Publisher's Note: In our ongoing effort to educate our readers about everything AI, we select a weekly topic to delve into in our AI...

Ideas? Id' just say get neutral and lighten up. BITCOIN and ETH are biding their time before heading for new highs. I stay long term super bullish but right now it may be just holding risk....reward to be in the future.

Friends, we like to deliver the news - just the news - on the finserv technology industry, and then pepper it with some solid thought leadership.  But every now and then, we'll also lthrow in a jolt - akin to a cold shower - like our Gray/Black Swan piece this week - just to make sure you're awake. READ UP!!

WARNING: This article is rated PG-13.  It is NOT meant to be political and may best be read with a cold bottle of vodka...

Things continued (as usual) with the industry taking on AI expansions and integrations. That said, other integrations were (also) in play, while compliance remained...

With the model of advisor marketing services woven into the company's culture, having a suite of marketing tools readily available and a team that supports them is attractive to advisors looking to transition.