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Friends, we hope you got some vacay time in last week. We're currently hunkered down for a heat dome here in Montana. Meanwhile, we're reminded that with all the ongoing chaos in markets and politics, your mantra should be "Don't Worry, Be Happy"...READ UP!!

Prominent industry juggernauts are bringing risk tolerance squarely into the financial planning conversation from its prior position as a compliance afterthought.

Multiparty collaborations are (finally) seeing the light, with a focus on niche utility. That said, the industry is (seemingly) shifting back to its startup...

The wealth industry has evolved, and free advisor marketing services and tools empower advisors with invaluable resources to attract more clients and retain existing ones.

Friends, this week brings us the 4th of July and despite the truly bewildering politcal climate we're living in, I'm deeply grateful to be a citizen of this amazing country.  Wishing you and yours a wonderful 4th.....now onto all the most important news in digital wealth for this short week...

Artificial intelligence is everywhere, but not everywhere in wealth management—yet.  In fact, as we frequently note in our weekly AI & Finance...

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,...

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...

Each week we find a new topic for our readers to learn about in our AI Education column.  This week we were inspired by a conversation with...

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!!