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Digital natives expect to be served with technology and usually like technology to be part of every touch-point they have with...

Last week was a mix of several things blending. Notably, integrations returned and utility continued to thrive. Headlines to take note of: The OCC added...

The demographics are telling: More Americans are turning 65 in 2024 than ever before. The precipitous decline in defined benefit programs, recent economic uncertainty...

Friends, in the past week we've seen a new veep candidate and crashing markets - yup, it's 2024.  Meanwhile, we take a deep dive into the increased SEC activity driving the regtech boom, succession planning tips for advisors, plus all the major sector news, vc deals and much morre....READ UP!!

By Joseph N. Filosa, CFP® Financial Advisor, Principal, Opal Wealth Advisors Recent research from PwC indicates that nearly two-thirds of family businesses don’t have a...

Banks and other financial institutions have long been some of the most highly regulated businesses in the world. Yet, if it seems like the...

Each week we find a new topic for our readers to learn about in our AI Education column.  As we try to help people learn more about...

Move over millennials, Gen Z is taking over—and in this edition of Advisor Tech Talk, we’ll take a moment to consider...

Before we get to your financial artificial intelligence headlines in this week’s edition of AI & Finance, we should discuss the biggest technology news...

Understatement. There is a helluva lot going on. No matter where you look there are dramas unfolding, political shenanigans, geopolitical events and on and on. During summer relaxing time, too.