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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...

A battle to the end.... As the summer heat continues, deals reveal competitors are battling to fund startups or embed themselves in...

By: Penny Phillips, President, Partner, Journey Strategic Wealth How many times have we heard that advisors aren’t growing? Year in and year out we hear the...

This week in AI and Finance we have to ask a question—though we acknowledge that we might be asking it prematurely:  Where are all the...

Each week we find a new topic for our readers to learn about in our AI Education column.  There are some industries, particularly highly regulated ones like...

Summer is winding down, but the wealthtech news feels like it’s winding up.  2024 may go down as the year without a...

Niche sectors ruled last week with evidence of improved and seamless innovation occurring. Fintech firms lowered the barriers to market entry, especially for several...

This week we continue our series on the top 5 VC-funded deals in AI. This past week we saw some major funding in the AI...

Each week we find a new topic for our readers to learn about in our AI Education column.  Artificial intelligence is a great problem solver. In recent...