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Financial markets (in general) seem to be waiting for more clarification on who will be the next president. Individual stocks are moving both up and down with earnings and rumors. Indices keep moving higher.  Ever since the Fed cut interest rates, those same rates have actually risen. Go figure.

It’s been 20 years since former U.S. President George W. Bush signed legislation to declare October as Cybersecurity Awareness Month. The goal was to raise awareness surrounding...

Friends, The Big Sky AI Roundtable is finally here! We’re excited to welcom our sponsors and attendees to Bozeman for an impactful roundtable discussing the future of finance and the role artificial intelligence will play in it all Meanwhile, the sector news continues and you’ll find it all here below…READ UP!!

In case you've been too distracted by the perpetual noise of today’s markets, a significant global shift has been quietly picking up steam. Last...

By John Sweeney, President, Praxis Solutions As artificial intelligence steadily expands into the business ecosystem, it is transforming many aspects of asset and wealth management. ...

The big dogs ruled the week, with everything coming from the top. Innovation at all stages continued to flow. The bad guys got a...

"Integrations" remained last week's buzzword, with end-user utility defining the Fall's tone. The winners remained those who could best solve problems within well-defined regulatory...

Welcome to a big week in wealthtech where the news was bolstered by a couple of active industry conferences. Before we...

Promising, Promises, Promissary...the 'magic' ingredients list While the names of startups and award amounts change weekly in this column, the transactional details...

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Megan Gorman. Megan is the founding partner of Chequers Financial Management,...