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Happy New Month! Product updates aren't new, but they surely made a difference this past week. Credit unions were also on the go and instant...

Artificial intelligence implementation is moving at full speed ahead in several areas of the financial services industry, including insurance and banking, as can be...

At this point in its genesis, AI is in relative infancy and human experience and judgment still trumps AI systems.

In today’s wealth technology update, the dis-intermediators are making a splash.  I think most of our readers anticipate—or dread—the day when disintermediating...

How well are things going to turn out for the cryptospace by spring? Well, the answer might surprise you (we are keeping our cards to...

By Terry Kades, BlueWave Forecasting If AI is not the magic wand, what is? Where to invest, what to expect, when to enter and exit? And...

There is a particularly long list of wealth tech headlines for this week’s edition of Advisor Tech Talk, and it’s not...

Wealth organizations must recognize the importance of enterprise technology for marketing communications to propel their growth since it extends beyond merely creating fascinating written text.

We continue with part 5 of our five-part series, exploring how artificial intelligence (AI) enhances the client experience by creating an end-to-end digital experience...

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...