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…

Ex-Nitrogen CEO’s Contio uses AI to combat useless meetings

On Tuesday, former Nitrogen CEO Aaron Klein announced the founding of his new artificial intelligence-driven meeting…

AI financial planning platform Quinn set to disrupt market

Automated financial planning with the help of artificial intelligence may pose a significant disruption to existing…

Deep digital footprints convert advisor referrals to clients

For years, I believed referrals spoke louder than the internet when it came to growing my…

Marvell Technology: The Smartest AI Stock You’re Probably Undervaluing (NASDAQ:MRVL)

This article was written by Follow Undercovered Deep Insights is led by Moz (Muslim) Farooque, a…

DXC Technology: Still Standing, But With Work To Do (NYSE:DXC)

This article was written by Follow I’m Emmanuel Onwusah—a financial analyst, writer, and recovering engineer. I…

AI-powered search is re-writing SEO rules, and advisors must adjust

Google introduced AI Overviews in May 2024 and Alvin Carlos saw the effect on his website…

Sui Technology Powers Successful Launch of Claynosaurz’s Popkins NFT Collection

Terrill Dicki Jun 17, 2025 10:34 Claynosaurz’s Popkins NFT launch on Sui…

Next Technology Stock: A Confusing Bet On Bitcoin With AI Promises (NASDAQ:NXTT)

This article was written by Follow My name is Myriam Hernandez Alvarez. I received the Electronics…

How switching broker-dealers led to a tech rethink: Show Me Your Stack

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

Carefull, Alzheimer’s Association create education campaign

Fintechs, banks and nonprofit organizations are spreading awareness about the risks of elder fraud and cognitive…

Germany Accelerates AI Development with NVIDIA’s Full-Stack Technology

Tony Kim Jun 11, 2025 08:07 Germany is advancing its AI infrastructure…