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Advisors have generally focused succession planning on the familiar: a white male business owner seeking a payout through an exit of some sort. However, there’s a significant shift in who’s wealthy.

Legislative efforts swung back and forth, with the industry having some losses. Expectations of a win on Capitol Hill are in the air. The...

Artificial intelligence is everywhere, but not everywhere in wealth management—yet.  In fact, as we frequently note in our weekly AI & Finance...

We write a lot about the positives and potential of artificial intelligence because it’s fun to envision the future and watch it unfold and...

Each week we find a new topic for our readers to learn about in our AI Education column.  This week we were inspired by a conversation with...

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

Friends, have you considered voting for an AI for Congress?  Well, it's happening in the UK for a Parliament seat.  Meanwhile, we saw a MASSIVE $650M funding in the financial research sector this past week. The news continues, even during the "slow" summer months...READ UP!

The industry shifted from embedded integrations to partnerships. Unveiled solutions (also) had a utility focus, solving customer-related problems (seamlessly). Headlines to take note of: The...

Recently, we sat down with Teresa Leno, CEO and Founder of Fresh Finance, to understand her take on vital approaches to help wealth organizations establish and showcase the value of their marketing efforts.

One of the first myths regarding artificial intelligence and finance we addressed after founding this feature months ago was the idea that AI would...