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Ah yes indeed, it was another busy week—not just in advisor technology, but in wealth management as well. Many acquisitions were...

Crypto is once again the new cool as a blazing-hot summer gives way to fall. Adoption achieved momentum alongside rising mainstream interest. Sadly, the...

Welcome to another edition of AI & Finance bursting at the seams with financial artificial intelligence news!  This week we have items from some of...

By Reed Colley Remember Nokia? Maybe not, but once upon a time Nokia was one of the most innovative mobile phone companies in the world. Nokia was,...

While we still have a few days in astronomical summer to sort through, for all intents and purposes, summer is over...

Slight friction between regulators and industry players signaled (forthcoming) interesting interactions between both parties. Everything continued humming as usual, but a user-centric approach to...

Despite fraudulent activities, everything continued to buzz with expanded institutional adoption. That said, the lack of regulatory clarity kept showing up with incoming legislation...

Even as a wave of institutions and businesses are embracing artificial intelligence, speedbumps remain to the technology’s proliferation. In this week’s AI & Finance...

As we approach the fourth quarter of this year, Michael Partnow, Group President, Wealth Management at JIFFY.ai, provides insights into why leaders must take this time to ask, "How am I doing?"

There’s a lot of wealthtech news to get to, even in a holiday-shortened Advisor Tech Talk, but first we should discuss...