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

Government interventions did little to stifle innovation and consumer interest. Interestingly, institutional participation looks set to continue for the rest of the year. The headlines: ...

By Greg Woolf, AI RegRisk Think Tank The controversy surrounding California’s SB 1047 and its attempt to regulate AI is gaining steam—from both supporters and...

Occasionally we like to take in some of the counterprogramming on artificial intelligence, so this week to lead of AI and Finance we’re going...

In our recent interview, Pamela Cytron, President of The Founders Arena WealthTech Accelerator, shared her insights on the varied interpretations of AI among startups within the wealth tech industry

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...

Partnerships ruled last week, with innovation-focused collaborations taking center stage. Use cases expanded and light touch regulatory action thrived. Headlines to take note of: The...

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,...

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...

Digital natives expect to be served with technology and usually like technology to be part of every touch-point they have with...