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Reality is hard to take. Mountains of debt, high cost of living, extreme bullishness. Not a good combination. S&P 500 down on the year. And QUESTION. Over 10 million migrants have come to the US. What happens in a steep recession when they have no jobs? Check with Britain.

Friends, in the past week we've seen a new veep candidate and crashing markets - yup, it's 2024.  Meanwhile, we take a deep dive into the increased SEC activity driving the regtech boom, succession planning tips for advisors, plus all the major sector news, vc deals and much morre....READ UP!!

AI in flavors to suit everyone's taste... Enterprise AI, genAI, Cognition AI, and whatever flavor of AI you prefer are out there...

By Joseph N. Filosa, CFP® Financial Advisor, Principal, Opal Wealth Advisors Recent research from PwC indicates that nearly two-thirds of family businesses don’t have a...

Last week (ended) on a positive note for the industry, with regulatory approvals balancing out enforcement actions. Institutional adoption is rising, with scam risks...

A High Bar... As Q2 2024 VC funding reports compile, one thing remains clear: the funding outlook and deal closings remain unchanged....

Before we get to your financial artificial intelligence headlines in this week’s edition of AI & Finance, we should discuss the biggest technology news...

Collaborations continued to play a key factor in the industry, with new use cases taking center stage. Regulators played their role, this time from...

What a huge news week. Even in the realm of wealth technology, there was a lot going on.  Of course, the biggest...

The British are coming! The British are coming! We're terribly sorry, but since this week's top 5 list includes two UK companies,...