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Matthew Gotlin, CFA®, has been named Choreo's Chief Investment Officer. According to a company release, Gotlin will lead a team that creates client solutions...

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

Are end-to-end solutions the future of finance? That may (seem to be) the case, with collaborations and integrations hinting at improved consumer access. That said, regulators...

By Terry Kades, BlueWave Forecasting It’s a fair assumption to say that AI methods and their algorithms are pretty well nailed down and optimized. The engineers...

Yes, crypto is a movement. But, the kinks are the issue. They have always been. Innovation comes with the turf, though. This will continue...

Artificial intelligence has the ability to help transform the way people live—financially speaking, it’s already subtly changing the way we earn, spend, save and...

Data Data Data! Data (it seems) is the new industry buzzword, with automated solutions providing a context for several use cases.  Meanswile, AI continued to...

72% of online marketers describe content creation as their most effective SEO tactic, which helps potential clients find an advisor when searching online.

News from big fintechs bolsters another busy lineup of advisor technology headlines for this week, with announcements from the likes of...

Our conversation with Pamela Cytron, President of The Founders Arena, sheds light on why early revenue, rather than sole reliance on venture capital, is crucial for startups in the wealthtech sector