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

We are now more than 19 months from generative AI surging into the public consciousness in a major way with the initial launch of...

It’s probably not happening in 2024, and thus, advisors should breathe a sigh of relief.  As consumers continue to explore fintech and...

Technology’s proliferation into wealth management is often viewed from a user experience perspective—we think of technology creative a better client or...

The industry continued its cross-partnerships with end users as the focus. This time, though, the AI conversation continued, with vertical integrations occurring everywhere. Headlines to...

As industry watchers have focused on the headline-inducing developments in wealth management – consolidation, private equity, breakaway advisors, the cost of capital – a...

With artificial intelligence in finance, technology is no longer a path out of the pitfalls of money behaviors.  Over the past half century, the financial...

There’s nothing like a little confirmation to restore your pride, and among this week’s advisor tech headlines is a survey cementing...

Friends, we like to deliver the news - just the news - on the finserv technology industry, and then pepper it with some solid thought leadership.  But every now and then, we'll also lthrow in a jolt - akin to a cold shower - like our Gray/Black Swan piece this week - just to make sure you're awake. READ UP!!

Is AI in a Bubble? Any time an emerging technology captivates consumer attention and generates tremendous amounts of investor excitement, market watchdogs begin to ask...