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FusionIQ, a cloud-based wealth management solutions provider for financial institutions headquartered outside of Boston, has formed a strategic alliance with Kinecta Federal Credit Union to offer...

Gun Powder, Dry Powder...BOOM! As we look back to 2023, optimism was high (along with funding deals) in Q1 and Q4. Perhaps it...

Any well-built technology is only as good as the information that an advisory firm feeds it. For an AI-driven marketing automation platform, that fuel is fed via integrations, said AJ Boury, Clout by TIFIN’s CMO.

There has been a HUGE disconnect between markets and actual economics and the population's overall financial condition. Since COVID, it can be argued the equity market has become one big casino. THAT is scary.

We continue with part 3 of our five-part series, exploring how artificial intelligence (AI) enhances the client experience by creating an end-to-end digital experience...

Orion’s experts have shared 10 next-generation upgrades to the Orion platform that will enhance the experience for investors while making advisors’ lives a lot easier.

This week we begin a new 5-part series for the month of December on artificial intelligence within the financial sector and four leading use...

For years, much of the wealth management industry has viewed technology providers like vendors when they should be viewed as partners, said Crystal Andrus of JIFFY.ai.

I remind the equity bulls expecting a year end rally (has this been it?), there is another month in 2023. You may have heard of it......December. Inflation may be moderating but it's still stalling at a higher level.

For the near future, we'll be delving into the archives of STANDARD DEVIATIONS, back to the days when Dr. Daniel Crosby first launched his...