GSI Technology Is Pushing For A Recovery In A Challenging Market (NASDAQ:GSIT)

This article was written by Follow Monte Independent Investment Research: Michael Del Monte is a buy-side…

Align Technology: Moving From Sell To Neutral (NASDAQ:ALGN)

This article was written by Follow Bret Jensen has over 13 years as a market analyst,…

New Oriental Education & Technology Group Inc. (EDU) Q4 2025 Earnings Call Transcript

New Oriental Education & Technology Group Inc. (NYSE:EDU) Q4 2025 Earnings Conference Call July 30, 2025…

Why a Silicon Valley RIA sought AI notetakers

Welcome to “Show Me Your Stack,” a series from Financial Planning in which we interview those…

How advisors use technology to retain clients during transitions

Around 10% of advisors expect to change firms or consolidate their practices this year; such transitions…

Carefull’s LegacyKit looks beyond ‘dumb vaults’

Advisors have a new tool to ease family wealth transitions while solidifying relationships with next-gen clients. …

XNTK: Technology Dashboard For July (NYSEARCA:XNTK)

This article was written by Follow Fred Piard, PhD. is a quantitative analyst and IT professional…

3 fintech trends that could signal sector downturn

With half of 2025 in the books, I’ve found myself having oddly similar conversations with RIA…

Using integrations to build an independent firm

Welcome to “Show Me Your Stack,” a series from Financial Planning in which we interview those…

Micron Technology: Gearing For AI Market With HBM4 (NASDAQ:MU)

This article was written by Follow Kennedy is a GARP-themed investor with a bias towards companies…

Betterment: Majority of Gen Z uses AI for financial advice

Can generative AI fill the role of a financial planner? For advisors and investors alike, it’s…

4 in 10 advisors are concerned about AI replacing them

Around four in 10 advisors are at least moderately concerned about aspects of their role being…

Tech stacks with AI core for growth-minded RIAs

Artificial intelligence in advisor tech is about to get very interesting. Adrian Johnstone, CEO and co-founder…

Moment Raises $36M to Automate Fixed-Income Trading Technology

(Bloomberg) — Moment, a financial-technology company founded by former Citadel Securities quantitative traders and researchers, raised…

When AI wastes more time than it saves for advisors

Why should financial advisors use AI? To hear AI providers tell it, it’s because the technology…

Character.AI Unveils Real-Time AI Video Technology with TalkingMachines

Rebeca Moen Jul 04, 2025 04:27 Character.AI introduces TalkingMachines, a breakthrough in…

How to buy peace of mind with cybersecurity tech: Show Me Your Stack

Welcome to “Show Me Your Stack,” a series from Financial Planning in which we interview those…

Exploring How Technology is Transforming Reading: Insights from a16z Crypto

Rongchai Wang Jul 02, 2025 16:33 Discover how technology, including AI and…

4 questions to ask vendors before buying generative AI tools

I was on a call with my financial advisor recently discussing estate planning when they dropped…

Ethereum (ETH) Jumps as Robinhood Builds New Blockchain Using Arbitrum Technology

Ether 3.5% in the past 24 hours to $2,519 as of 18:59 UTC on June 30,…

Aaron Klein wants to give advisors ‘superhuman powers’

When Aaron Klein stepped away from the leadership of the company he helped start, it was…

ElevenLabs Enhances Cisco’s Webex AI Agent with Advanced Voice Technology

Felix Pinkston Jun 24, 2025 10:23 ElevenLabs collaborates with Cisco to enhance…