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Friends, this week we posted our second article in our 5-part series on AI in Finance and covered chatbots.  I'll be honest - I'm the crazy lady yelling at the phone while these things ask me WAY too many irrelevant questions, but they are an important tool and will no doubt get better over time. READ UP!

It’s not the calm before the storm, it’s really the storm before the calm.  Yes, it’s actually been quite a year for...

On sale, BOGO, and more... Like a sale with deep discounts retailers offer to make shoppers spend on their products, the startup...

Perhaps no news hit the wealth management industry harder in the last week than the layoffs at Charles Schwab—but that doesn’t...

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

Harvest season is upon us, and we have a bumper crop of advisor tech headlines once again this week.  To get us...

This week in advisor tech news we have a trio of major partnerships leading the way.  The first is that financial wellness...

Friends, our normal writer - who is much better at this than I - is off this week enjoying the beautiful...

Friends, this week we explore the current state of CBDCs internationally, and celebrate this year's winners of the National Back Office Heroes Day, plus more!  READ UP!!

Most of us probably feel like we already have a foot out the door for the upcoming holiday weekend—but there’s one...