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In a recent AI & Finance column, we discussed how artificial intelligence is transforming another professional realm, dentistry and orthodontics, and how those transformations...

Friends, in the past week we've seen a new veep candidate and crashing markets - yup, it's 2024.  Meanwhile, we take a deep dive into the increased SEC activity driving the regtech boom, succession planning tips for advisors, plus all the major sector news, vc deals and much morre....READ UP!!

Marketing communications policies must define advisors' client and prospect interaction protocols, which FINRA considers marketing communications with the public.

We don’t talk a lot about the price swings in investments and markets in our discussions of advisor technology and wealthtech—perhaps...

Utility continued to be the focus on all fronts, with partnerships forming a backbone for activities. Tech integrations were in focus, with niche segmentation...

By Joseph N. Filosa, CFP® Financial Advisor, Principal, Opal Wealth Advisors Recent research from PwC indicates that nearly two-thirds of family businesses don’t have a...

Banks and other financial institutions have long been some of the most highly regulated businesses in the world. Yet, if it seems like the...

As we’ve said many times before in AI & Finance, it seems like artificial intelligence is everywhere today, even in financial technology, but the...

By Greg Woolf, AI RegRisk Think Tank With all the drama unfolding at OpenAI over the last year, the Senate is getting concerned that the...

Friends, it's been another week of incredible change and it looks like this will be the norm thru the end of 2024.  Meanwhile, so much going on in digital wealth - including a deep dive into the impact Gen Z will have on wealth in the future in our Advisor Tech Talk column, a look at best practices in finserv martech and much more...READ UP!!