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Things continued (as usual) with the industry taking on AI expansions and integrations. That said, other integrations were (also) in play, while compliance remained...

Advisor technology continued to progress this week with a squall of people moves as fintechs and traditional wealth management firms made...

Regulatory light touches have had a positive effect on the industry. The SEC may (soon) be moving closer toward tighter standards. That said, product...

The industry (has certainly) moved past the speculative phase, where cowboys reigned and anything was possible. Innovations still happen, but progress is (now) governed...

The biggest advisor tech news this week is not among our list of headlines.  Because this news did not come from a...

Collaborations continued to be a focus point, but the end-user came out on top. Government interventions were overarching, with pushbacks from advocacy groups highlighting...

Out of the very extensive list of headlines in this week’s roundup of advisor tech news, one item stands out as...

Industry tailspins are (no longer) a thing. It remains to be seen how this uptrend will be maintained, with partnerships dictating the pace of...

Artificial intelligence applications in finance are news, and small, yet expanding at a rapid rate—but the newfangled generative AI is quickly becoming ubiquitous in our...

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...