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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...

Friends, last week's Publisher Notes went a bit viral.  Was it my reference to skateboarding cats? In that case, how about a parrot/guitar duo? Meanwhile, as the world goes rather cra-cra around us, DWN remains your voice of sanity on digital wealth, with more important news this week...READ UP!

By Greg Woolf, AI RegRisk Think Tank AI and Data Privacy is becoming a hot topic in the world of technology, finance and government. With...

Friends, life is complicated these days. I'm somewhere between watching skateboarding cats on YouTube for comic relief, hoping fervently for civility and compassion in our country's highly overheated politics, and deeply caring about the content we create each week for our readers, which we have more of today...READ UP!

There’s still plenty of financial artificial intelligence news to report, but we’re going to start this week’s AI & Finance with a confession of...

Friends, we hope you got some vacay time in last week. We're currently hunkered down for a heat dome here in Montana. Meanwhile, we're reminded that with all the ongoing chaos in markets and politics, your mantra should be "Don't Worry, Be Happy"...READ UP!!

Prominent industry juggernauts are bringing risk tolerance squarely into the financial planning conversation from its prior position as a compliance afterthought.

Another summer holiday week is in the books, but there’s still plenty to discuss in advisor technology—including two potentially industry-changing announcements.  One,...

Innovation continued to flourish with improved (general) relations with regulators. New products are the order of the day. Headlines to take note of: Hidden Road...