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Artificial intelligence (AI) is transforming various industry sectors, including wealth management and marketing communications. AI has significantly enhanced the efficiency and effectiveness of marcom trategies.

It’s past time to put one of the ongoing advisor technology debates to bed.  For nearly 15 years, advisors and the workers...

The term "Natural Language Processing", or NLP for short, is being covered with increasing frequency in the news cycle, yet ALL these "new" AI-focused...

Friends, you'll find the most important industry news here, including a chock full Advisor Tech Talk column (that we thought would just be a synopsis of Q1 because we thought it would be a slow news week) Boy, were we wrong! READ UP!

One of a financial professional's most critical roles is to aid in their clients' financial empowerment. Here are some ways to infuse financial education into your wealth practice.

Today’s Advisor Tech Talk should stand as an example of the momentum behind wealth management technology.  See, it being “spring break” week...

Diversity is vital in every facet of life and must be so in finance content. Understanding this, infusing diversity into your finance content is essential to appeal to a broader audience spectrum

In the ever-evolving landscape of cryptocurrency, the Biden administration's budget proposal for 2025 has sparked significant interest and debate.

When Sindhu Joseph, Ph.D. founded CogniCor in 2018, her vision was to provide the financial services industry with the tools needed to alleviate the...

This year will likely witness a surge in demand for various types of marketing software that can effectively address an organization's emerging needs.