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There’s nothing like a little confirmation to restore your pride, and among this week’s advisor tech headlines is a survey cementing...

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!

Happy new month! The industry turned green in response to Spring as user experiences (once again) took center stage. Partnerships were also in play, with collaborations...

While it’s true that the introduction of artificial intelligence into every area of human activity—including our financial lives—will bring new vulnerabilities and risks to...

We try to cast a broad net when unearthing the latest and greatest financial artificial intelligence news each week—but as the weeks progress, we’re...

Friends, this week we explore why $22 burritos matter and continue to see massive trends toward AI utilization + more. Meanwhile, in the spirit of the season, click through to see a graph of the March Madness bracket that AI ChatGPT picked, published in Sportsbook Review!  UConn all the way, baby!

The interconnectedness of technologies in the industry is not a new occurrence.  Things heated up this time! One cannot (really) tell where one technology starts...

This past week offered conference calls about earnings, the chilly winter, and annual objectives. These are some of the issues the industry faced alongside...

Cold rain and snow are making their way across the country in this mid-December week, but advisor technology news sure is...

Friends, this week we begin a new 5-part series on AI in Finance.  Uncomfortable with this paradigm-shifting technology?  You won't be after you educate yourself on these real-world uses for finance professionals in this series. READ UP!