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Friends, this week we look at all the market events lining up in September & delve into how AI is shaping financial content.  Meanwhile, in addition to reading the weekly sector news in each of our columns, you really should read the openers to our columns Advisor Tech Talk & Top 5 VC this week, they're PHENOM...READ UP!!

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

Government interventions did little to stifle innovation and consumer interest. Interestingly, institutional participation looks set to continue for the rest of the year. The headlines: ...

Friends, this week we delve into the Community Reinvestment Act and hear about the varied applications of AI in the wealthech startup ecosystem. Meanwhile, we see more VC deals in the sector, albeit at lower funding levels and have several new hires in the advisortech space to report.

Friends, in addition to our always stellar industry news coverage, this week we have thought leadership on "authentic intelligence", advisor review sites, techonology's role in retirement income and a look at what's required when advisors move firms...READ UP!!

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Dr. Charles Eckhart, a Licensed Clinical Psychologist and the co-founder...

Friends, this week Bill Taylor takes an interesting takeon the bitcoin trade. Meanwhile, during what would normally be a slower summer schedule, wealthtech news is actually ramping up. We also are seeing more blockchain deals in the VC sector again and the news keeps flowing in defi and digital wealth. READ UP!

Summer is winding down, but the wealthtech news feels like it’s winding up.  2024 may go down as the year without a...

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

In a recent AI & Finance column, we discussed how artificial intelligence is transforming another professional realm, dentistry and orthodontics, and how those transformations...