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By Greg Woolf, AI RegRisk Think Tank In the AI gold rush, it's hard to ignore the staggering numbers behind Safe Super Intelligence (SSI), a...

In our recent interview with Teresa Leno, CEO and Founder of Fresh Finance, she explains why making Martech buying decisions in the 4th quarter sets the tone for 2025 advisor marketing success.

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

Governments continued to exert their influence(s) on the industry, with increasing adoption despite bad actors showing up. Stablecoins are improving the odds of adoption,...

By Michael Partnow In my continued pursuit to attend sporting events of all “types” in person, I am thrilled to share that I just attended...

Teresa Leno, CEO of Fresh Finance, says that while online reviews can benefit advisors and wealth organizations in many ways, there are also potential drawbacks to consider.

This week in AI and Finance we have to ask a question—though we acknowledge that we might be asking it prematurely:  Where are all the...

By Greg Woolf, AI RegRisk Think Tank California, often at the forefront of technological innovation, is now at the center of a heated debate over...

Niche sectors ruled last week with evidence of improved and seamless innovation occurring. Fintech firms lowered the barriers to market entry, especially for several...

Last week was (seemingly) all about Bitcoin. That said, the industry hit several (significant) milestones, with regulators following each move in tow. The headlines: There...