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Artificial Intelligence

Robert Sofia Snappy Kraken
Marketing
Snappy Kraken Launches AI-backed RIA Enterprise HubSnappy Kraken Launches AI-Backed Enterprise Hub

The advisor marketing firm also revamped its individual advisor campaign app, with CEO Robert Sofia touting a more robust marketing platform to flow from enterprise level to individual advisors.

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1 Min Read
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WealthStack Roundup: Future Capital Partners With AxosWealthStack Roundup: Future Capital Partners With Axos
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Artificial Intelligence
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DeepSeek AI
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Artificial Intelligence—Friend or Foe?
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1 Min Read
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iCapital office NYC
Support Platforms
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byDavis Janowski - Moderator, Senior Technology Editor
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Artificial Intelligence
Prospecting Startup FINNY AI Raises $4.2M
Prospecting Startup FINNY AI Raises $4.2M
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1 Min Read
byDavis Janowski - Moderator, Senior Technology Editor
AI, Data, and Security: Inside the CTO Strategy for Elite RIAs
Sponsored Content
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AI, Data, and Security: Inside the CTO Strategy for Elite RIAs
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1h 1m View
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Artificial Intelligence
How Intelligent Automation Drives Growth in Financial Services
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SEI
Artificial Intelligence
SEI Launches Generative AI Framework to Boost Efficiency and Productivity
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byDavis Janowski - Moderator, Senior Technology Editor
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Artificial Intelligence
Brightwave, AI-Powered Research Startup, Announces $15M Series A Funding
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byDavis Janowski - Moderator, Senior Technology Editor
Cognicor CEO and co-founder Sindhu Joseph
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CogniCor, Purveyor Of AI To Advisory Firms, Integrates Personalization Engine
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byDavis Janowski - Moderator, Senior Technology Editor
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byStephen Boswell
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AI Usage Top Priority for SEC Examiners in 2025
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‘Personalization at Scale’ Is Here
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bySatayan Mahajan
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Artificial Intelligence
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byAllison Schrager
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byMichael Lieberman
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Bridgewater Co-CIO Sees AI Adding ‘Incredible Strength’ for Investors
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byHema Parmar and Katherine Burton
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Robinhood Acquires AI-Driven Investment-Advice Platform Pluto
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byPaige Smith (Bloomberg)
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Adjusted for Risk: How AI Can Impact the Wealth Management Industry and Your Practice
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