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Occasionally we like to take in some of the counterprogramming on artificial intelligence, so this week to lead of AI and Finance we’re going...

In our recent interview, Pamela Cytron, President of The Founders Arena WealthTech Accelerator, shared her insights on the varied interpretations of AI among startups within the wealth tech industry

Financial advisor guru and self-declared nerd Michael Kitces made a not-so-bold assertion in a recently published report: The pool of desirable clients...

Partnerships ruled last week, with innovation-focused collaborations taking center stage. Use cases expanded and light touch regulatory action thrived. Headlines to take note of: The...

Governments continued to exert their influence(s) on the industry, with increasing adoption despite bad actors showing up. Stablecoins are improving the odds of adoption,...

Artificial intelligence is big now, but it’s going to get bigger.  I guess we could start out every week’s AI & Finance by saying that,...

As the July 2024 CrowdStrike outage reinforced, cyber incidents can be devastating whether they originate with a bad actor or not. That’s why, across...

Friends, in addition to our always stellar industry news coverage, this week we have thought leadership on "authentic intelligence", advisor review sites, techonology's role in retirement income and a look at what's required when advisors move firms...READ UP!!

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...