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WealthTech provider The Sycamore Company recently announced that Axtella, a network of two broker-dealers and an RIA, has adopted Sycamore’s Compensation Manager solution to...

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...

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

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

Utility continued to be the focus on all fronts, with partnerships forming a backbone for activities. Tech integrations were in focus, with niche segmentation...

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...

As we’ve said many times before in AI & Finance, it seems like artificial intelligence is everywhere today, even in financial technology, but the...

Move over millennials, Gen Z is taking over—and in this edition of Advisor Tech Talk, we’ll take a moment to consider...

Before we get to your financial artificial intelligence headlines in this week’s edition of AI & Finance, we should discuss the biggest technology news...