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The term "Natural Language Processing", or NLP for short, is being covered with increasing frequency in the news cycle, yet ALL these "new" AI-focused...

Whenever a new technology emerges into any labor-intensive economic sector, a battle of futurists results.   On one side are the technological utopians who imagine...

Friends, you'll find the most important industry news here, including a chock full Advisor Tech Talk column (that we thought would just be a synopsis of Q1 because we thought it would be a slow news week) Boy, were we wrong! READ UP!

The crypto industry continued to push frontiers beyond normal (as they usually are) with regulatory authorities doing what they can to catch up. Meanwhile, in...

One of a financial professional's most critical roles is to aid in their clients' financial empowerment. Here are some ways to infuse financial education into your wealth practice.

Today’s Advisor Tech Talk should stand as an example of the momentum behind wealth management technology.  See, it being “spring break” week...

Sanctuary Wealth is adding to its leadership team, this time with industry veterans Michael Goldfader and Michelle McIntyre. Goldfader, a former Wells Fargo and...

ABC, 1-2-3, and everything in-between Pleasantly, VCs are funding series rounds and returning to add more money, as demonstrated in this week's...

The concept of direct indexing has emerged as a promising avenue for portfolio solutions providers. However, debates surrounding the use of Separately Managed Accounts...

What an incredibly diverse group of companies (and categories) make up our top 5 venture-funded AI deals for the past week.   And btw, this week...