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Utility continued to be the focus on all fronts, with partnerships forming a backbone for activities. Tech integrations were in focus, with niche segmentation...

Banks and other financial institutions have long been some of the most highly regulated businesses in the world. Yet, if it seems like the...

Hot summer came with a few moves from the regulators alongside earnings season for the first half of 2024. Consumers were (once) again in...

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...

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

The industry got (some) breathing space from regulators, giving room for a recuperation period, with recent political events dictating the pace of things. There...

Multiparty collaborations are (finally) seeing the light, with a focus on niche utility. That said, the industry is (seemingly) shifting back to its startup...

Happy Independence Day and welcome to another busy edition of AI & Finance.  Today, before we get to our headlines, we’d like to introduce a...

An increase in partnerships and launches was noted, with a regulatory light touch that allowed for improved collaborations. The end user may have a...