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

Round and round it goes, when it'll stop, nobody knows... Series funding continues for mid to late-stage startups with proven records. Meanwhile,...

In a recent AI & Finance column, we discussed how artificial intelligence is transforming another professional realm, dentistry and orthodontics, and how those transformations...

Reality is hard to take. Mountains of debt, high cost of living, extreme bullishness. Not a good combination. S&P 500 down on the year. And QUESTION. Over 10 million migrants have come to the US. What happens in a steep recession when they have no jobs? Check with Britain.

Friends, in the past week we've seen a new veep candidate and crashing markets - yup, it's 2024.  Meanwhile, we take a deep dive into the increased SEC activity driving the regtech boom, succession planning tips for advisors, plus all the major sector news, vc deals and much morre....READ UP!!

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

Things continued to look up, with regulatory issues (slightly) decreasing. Adoption continued to improve amid (rising) scams. The headlines: The SEC let go of Solana...

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

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...