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AI & Finance™ | News for the Week Ending 3/6/26

Is the sky falling? Because the “Chicken Littles” are definitely clucking.  Welcome to AI & Finance, where we have a big, broad bevvy of artificial intelligence...

Advisor Tech Talk (Week of 3/3/26)

Most financial advisors need to periodically earn continuing education (CE) credits to keep their professional marks and certifications current. For most designations, earning CE credits doesn’t really mean that...

AI & Finance™ | News for the Week Ending 2/27/26

Well, it happened again.  That’s probably the wrong way to look at the big U.S. stock market decline earlier this week, which for the second week in a row...

AI & Finance™ | News for the Week Ending 2/20/26

Humans always eventually seem to use science and technology to predict our own doom—if not cause it.  Welcome to AI & Finance, and yes, it was a...

AI & Finance™ | News for the Week Ending 2/13/26

Since we started AI & Finance, sometimes it feels like we’re talking up artificial intelligence too much, that we may be overly enthusiastic or optimistic about...

Advisor Tech Talk (Week of 2/10/26)

It’s ironic that we write about technology, as we’re kind of a luddite.  Welcome to a big Advisor Tech Talk—not big in the sense of a...

AI & Finance™ | News for the Week Ending 2/6/26

It’s nice when we find some good, juicy data to help hold together our spitballs.  Did we gross you out? Well, then scroll down because you’ll find a long...

AI & Finance™ | News for the Week Ending 1/30/26

Is AI going to eat up financial markets?  Welcome to January 2026’s last AI & Finance, where we have headlines from another active news week.  First,...

AI & Finance™ | News for the Week Ending 1/23/26

January 2026 seems like a popular time to talk about artificial intelligence in financial services.  Welcome to another AI & Finance, where we do have a...

Prudential Is Using AI to Rethink How Financial Advisors Find Clients

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The explosion of data in wealth management has outpaced advisors’ ability to act on it – so some firms that have taken note are...