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Move over millennials, Gen Z is taking over—and in this edition of Advisor Tech Talk, we’ll take a moment to consider...

The usual launches continued alongside partnerships and integrations. Interestingly, compliance efforts by the government increased (slightly). Headlines to take note of: Bloomberg continued its automation...

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

Surrender. Its the only way to stay sane (if that's possible). Why get all wrapped up in the news, which shifts hourly, and try...

Another summer holiday week is in the books, but there’s still plenty to discuss in advisor technology—including two potentially industry-changing announcements.  One,...

Friends, this week brings us the 4th of July and despite the truly bewildering politcal climate we're living in, I'm deeply grateful to be a citizen of this amazing country.  Wishing you and yours a wonderful 4th.....now onto all the most important news in digital wealth for this short week...

Artificial intelligence is everywhere, but not everywhere in wealth management—yet.  In fact, as we frequently note in our weekly AI & Finance...

We write a lot about the positives and potential of artificial intelligence because it’s fun to envision the future and watch it unfold and...

This week on the Standard Deviations podcast, Dr. Daniel Crosby is joined by behavioral scientist Nuala Walsh. Nuala Walsh is a non-executive director, behavioral scientist,...

Bank VCs and Startups: A match made in ____? More and more banks are lending to startups- an action previously avoided in...