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Each week we find a new topic for our readers to learn about in our AI Education column.  Artificial intelligence feels so new and so big that...

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

Innovation continued to rule the industry, with bad actors continuing to find new ways of performing their nefarious activities. Institutional interest also continued to...

Is it people who want more artificial intelligence, or is it really businesses driving the economy towards more AI?  Some recent pieces of research lead...

In last week’s roundup of wealth management technology news, we discussed a prominent financial advisor’s recent reading of U.S. Census and...

Each week we find a new topic for our readers to learn about in our AI Education column.  This week in AI Education, we’re going to visit...

Financial advisor guru and self-declared nerd Michael Kitces made a not-so-bold assertion in a recently published report: The pool of desirable clients...

Artificial intelligence is big now, but it’s going to get bigger.  I guess we could start out every week’s AI & Finance by saying that,...

AlphaTrAI, an AI-driven technology solutions and services provider based in San Diego, has expanded its footprint by acquiring Anchor Advisory Services (“Anchor”), a scheduling...

As the July 2024 CrowdStrike outage reinforced, cyber incidents can be devastating whether they originate with a bad actor or not. That’s why, across...