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Maintaining consistent client communication is imperative for solid relationships and attracting new business. According to Teresa Leno, CEO and Founder of Fresh Finance, clients may be unhappy with their advisors because they need more communication.

Stifel Financial Corp. announced the launch of the Women Owners’ Network (WON), an initiative designed to empower female advisors and executives. This first-time event,...

Automation, AI, what comes next? There isn't any industry that AI isn't impacting; AI touches everything from vision exams to robotics, mental...

This week we continue our series on the top 5 VC-funded deals in AI. More big bucks rolling in for AI and this week four...

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...

By Greg Woolf, AI RegRisk Think Tank Picture this: It's the year 2030. A top wealth management firm rolls out an AI trading algorithm that...

The second half of this year is full of risk, risk, risk. Not sure where the reward is (other than short). The next several months are going to be nasty.....with an emphasis on September/October. Don't be fooled with the lack of activity.....it's Summer.

Friends, this week our CEO explores disinformation vs. common sense in markets, future elections and more while we see three VC fundings this past week hit $100M+ again - are we back to the go-go days of fintech venture? All this and more digital wealth and AI sector news right here...READ UP!!

Are you ready? If not, get ready. The second half of the year, which includes an election (hopefully), will be saturated with disinformation. Or,...

Join us for an exciting evening at the Founders Arena Spring WealthTech Accelerator Demo Day! This event will showcase the six innovative WealthTech startups in the Spring 2024 Cohort.