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Green, clean and efficient. That’s form workflow automation in a nutshell – and more wealthtech providers are making that a realizable goal for advisors....

This week in Advisor Tech Talk, we’re going to let our wealthtech headlines speak for themselves, and leave it at that.  With...

With the advancement of technology, wealth organizations have access to a wide range of marketing software to help them reach their target audience, maintain client relationships, and work toward their goals.

By Greg Woolf, AI RegRisk Think Tank AI Soars Free of Regulations California Governor Gavin Newsom recently vetoed Senate Bill 1047, which aimed to provide guidelines...

Each week we find a new topic for our readers to learn about in our AI Education column.  Last week in AI Education we introduced the broad...

Hello and welcome to another—wait for it—BUSY edition of AI & Finance. This week we have a ton of headlines to deliver your way...

More than a decade ago, turnkey asset management platforms upended the wealth management industry. A new company is trying to do something similar by...

In a strategic move aimed at accelerating its presence in wealth management, FusionIQ has announced Eric Noll as its new Chief Executive Officer, replacing...

Friends, FINTECH IS STILL RIPE FOR INNOVATION. You heard it here first. We recently registered on the SAP Ariba vendor system and it was NOT "efficient", and that's a vast understatement. In this age of generative AI and the best and brightest minds re-writing the way finserv functions, how can a payments/vendor system this difficult and non user-friendly even still exist? But I digress. Another great newsletter awaits you here...READ UP!!

I know that it might seem like we say this a lot at Digital Wealth News, but this was an extraordinary...