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Is the party over? Yes. Now, moving on. With the last few days of financial markets experiencing significant selling, the very first thing to expect...

Marketing communications policies must define advisors' client and prospect interaction protocols, which FINRA considers marketing communications with the public.

We don’t talk a lot about the price swings in investments and markets in our discussions of advisor technology and wealthtech—perhaps...

AI in flavors to suit everyone's taste... Enterprise AI, genAI, Cognition AI, and whatever flavor of AI you prefer are out there...

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

Client engagement and data-gathering software PreciseFP is launching a peer referral program. Announced this week, the initiative seeks to harness the power of community-driven...

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...

As we’ve said many times before in AI & Finance, it seems like artificial intelligence is everywhere today, even in financial technology, but the...

Recession talk is floating around but do not worry. The Fed has this and is engineering a soft landing for the economy. Of course they have never done that, they actually caused the inflation problem (or shared responsibility) and yet people still believe in the Fed Fairy.

Humor becomes reality. Some things are really humorous (hilarious) and some things are sadly humorous. Since it's summer and generally a slow time in...