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Sanctuary Wealth, the Indianapolis-based wealth management firm, has acquired tru Independence, a Portland, Oregon-based enterprise that supports 30 RIA firms managing $12.5 billion in...

By Greg Woolf, AI RegRisk Think Tank We recently moderated a roundtable at an AI for Executives conference focused on executive-level implications of AI adoption,...

I love BITCOIN and ETH and have for a very long time. Long term holder. BUT, now is not the time to be in BTC or ETH. Lighten up or be out. Things are getting nasty.  I just can't be short, so I am neutral.

Friends, we have some fascinating content this week - including a look at the difference between financial wellness and financial independence, how women are evolving the wealthtech industry (and the challenges they still face) and two very different but compelling looks at the marketing landscape in the finserv currently. READ UP!

In a significant recognition of its expertise in strategic communications and brand strategy, Haven Tower Group LLC, a leading wealth management-focused communications agency, has...

In a recent interview with Pamela Cytron, President of The Founders Arena, we discussed women in wealthtech, unconscious bias, female founder mentorship opportunities, and securing funding.

The advent of AI capabilities such as Generative Adversarial Networks (GANs) has created highly realistic images. AI's ability to quickly, accurately, and efficiently generate such images is valuable.

Advisor technology continued to progress this week with a squall of people moves as fintechs and traditional wealth management firms made...

Regulatory light touches have had a positive effect on the industry. The SEC may (soon) be moving closer toward tighter standards. That said, product...

The industry (has certainly) moved past the speculative phase, where cowboys reigned and anything was possible. Innovations still happen, but progress is (now) governed...