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As we edge closer to the end of the year, the ever-evolving nature of social media presents diverse opportunities in 2024 for a wide range of industries, including the wealth industry.

The wealthtech news firehouse opened up last week, and as a result, there are plenty of advisor technology headlines to discuss...

Just in case you may not have noticed........a new bear market in stocks is now underway. Very stealthy at first. Realize that before all your neighbors do.

To stay ahead, wealth organizations heavily rely on accessible finance content that can keep their clients updated on the latest financial news and provide financial education.

Technology has long been a force for unity within financial services firms, but not always in a good way. offering little in the way of data-sharing, said Adrian Johnstone, President of Practifi.

S&P 500 and equities are continuing to expect both strong earnings AND a Fed easing. However, ignoring world events plus interest rates NOT easing will result in a HUGE disappointment to investors.

AlphaTrAI, a technology-driven asset management firm that delivers results through transformative artificial intelligence, recently announced that Dr. Henrik Christensen has joined its Board of Directors....

In recent years, there has been a growing expectation among the public that wealth managers should provide more than just advice on which products to purchase.

Measuring success in investing in terms of the performance of financial markets has very little to do with real life. Real people have goals & some of those goals are essential to achieve, while others are more aspirational.

You’ve probably heard this one before, but we had another busy week in advisor technology headlines—but while the bulk of the...