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Remember, inflation is not the same as the cost of living. The cost of living is up over 30% since 2020 and the fact that it is only increasing by 3% now rather than 8% (inflation) is not a good thing.

Matthew Gotlin, CFA®, has been named Choreo's Chief Investment Officer. According to a company release, Gotlin will lead a team that creates client solutions...

There's so much industry news in the latest edition.  Our Top 5 VC Deals column this week shows top funded deals trending down again under the "magical" $100M threshold.  Lots of interesting tidbits, too, in The Week in Digital Wealth. READ UP!

Why fight it? AI (artificial intelligence) is real, it's here to stay and it's going to change all of our lives. OK, I'm in....

Ohio-based Stratos Private Wealth, launched in May 2023, has expanded into New Jersey and New York as part of its growth strategy, the firm...

Artificial intelligence (AI) is transforming various industry sectors, including wealth management and marketing communications. AI has significantly enhanced the efficiency and effectiveness of marcom trategies.

It’s past time to put one of the ongoing advisor technology debates to bed.  For nearly 15 years, advisors and the workers...

Are end-to-end solutions the future of finance? That may (seem to be) the case, with collaborations and integrations hinting at improved consumer access. That said, regulators...

Industry maturity (a rare occurrence) unfolded with the sector getting into gear. Institutional players dictated the pace of events. Only time will tell how far...

By Greg Woolf, AI RegRisk Think Tank Remember when your iPhone was just for calls and texts? Fast forward to today, and it's your pocket-sized...