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Ah yes indeed, it was another busy week—not just in advisor technology, but in wealth management as well. Many acquisitions were...

Innovation resumed its front-seat status, with partnerships giving rise to fast-paced deployments. Interestingly, there are a few "old vs. new" solutions that reflect everyday...

Crypto is once again the new cool as a blazing-hot summer gives way to fall. Adoption achieved momentum alongside rising mainstream interest. Sadly, the...

Welcome to another edition of AI & Finance bursting at the seams with financial artificial intelligence news!  This week we have items from some of...

This week we continue our series on the top 5 VC-funded deals in AI. This past week was a more muted one for venture funding...

The New Haven, Connecticut-based Centel Wealth Advisory, a practice with over $2.2 billion in individual client and institutional assets, joined Sanctuary Wealth, the firm...

Friends, it seems that every week brings us more bizarre and disturbing news, but even so, we remain optimistic for a bright future ahead for America. Meanwhile, we have SO MUCH news to report including a massive $1B AI funding, a new geo-politicl intelligence firm for the wealth sector (sounds very James Bond) and a look at the current state of common sense in markets...READ UP!

NEW YORK--(BUSINESS WIRE)--The Arkin Group (“TAG”)— a boutique strategic intelligence firm led by a former CIA leader Jack Devine— is proud to bring the...

While we still have a few days in astronomical summer to sort through, for all intents and purposes, summer is over...

Slight friction between regulators and industry players signaled (forthcoming) interesting interactions between both parties. Everything continued humming as usual, but a user-centric approach to...