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AlphaTrAI, an AI-driven technology solutions and services provider based in San Diego, has expanded its footprint by acquiring Anchor Advisory Services (“Anchor”), a scheduling...

As the July 2024 CrowdStrike outage reinforced, cyber incidents can be devastating whether they originate with a bad actor or not. That’s why, across...

Friends, in addition to our always stellar industry news coverage, this week we have thought leadership on "authentic intelligence", advisor review sites, techonology's role in retirement income and a look at what's required when advisors move firms...READ UP!!

Digital natives expect to be served with technology and usually like technology to be part of every touch-point they have with...

Last week was a mix of several things blending. Notably, integrations returned and utility continued to thrive. Headlines to take note of: The OCC added...

Innovation continued to thrive in the industry, with bad actors taking their moves to new lows. Regulatory actions remained tight, with rising institutional interest. The...

A battle to the end.... As the summer heat continues, deals reveal competitors are battling to fund startups or embed themselves in...

By: Penny Phillips, President, Partner, Journey Strategic Wealth How many times have we heard that advisors aren’t growing? Year in and year out we hear the...

The demographics are telling: More Americans are turning 65 in 2024 than ever before. The precipitous decline in defined benefit programs, recent economic uncertainty...

This week in AI and Finance we have to ask a question—though we acknowledge that we might be asking it prematurely:  Where are all the...