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The S&P 500 at 5,000 has seen the top. Those nice returns over the past few years are now in the rear view mirror.  If you didn't hear the bell ring.....you're deaf. Short and expect a bigger drop than you may imagine.

Most advisors probably have yet to use generative artificial intelligence in their day-to-day work experience—in fact, in a recent survey from Totumai and 8...

A lot is happening in the AI universe – so much that it doesn’t make sense for us to single out any particular piece...

Changes are coming that will make our experience online better in many ways. This is happening quickly and is a result of the explosive growth of “Web3” . 

“Today’s wealth management industry is awash with data but starved of insight,” according to Adrian Johnstone of Practifi. “We have so much information but lack clarity on how to manage it and what to do with it.”

In the digital age, advisors who want to organically attract more clients and prospects need to raise their voices over the din of the crowd, according to Matuya Brand, Head of Content and B2B marketing for TIFIN Clout

Publisher's Note: Friends, we're launching a new media brand called AI & Finance™, and the weekly column you're reading below (originally published on 1/24/24)...

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

It's official. As promised, there is now a fully regulated spot bitcoin ETF. The SEC and its fearless leader, Gary Gensler, 'pulled the trigger' (with...

The cryptospace finally has its day in the sun with the SEC approving all 11 applications (well, mostly). That said, hackers are getting bolder...