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Cognicor CEO and co-founder Sindhu Joseph
Artificial Intelligence
CogniCor, Purveyor Of AI To Advisory Firms, Integrates Personalization EngineCogniCor, Purveyor Of AI To Advisory Firms, Integrates Personalization Engine

The company's proprietary insights engine has been added to its Wealth Co-Pilot to help deliver personalized advice.

byDavis Janowski - Moderator, Senior Technology Editor
Oct 25, 2024
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1 Min Read
Nitrogen CEO Dan Zitting
Support Platforms
Nitrogen Touts Updates, New Features at Annual ConferenceNitrogen Touts Updates, New Features at Annual Conference
byDavis Janowski - Moderator
Oct 24, 2024
1 Min Read
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Artificial Intelligence
The AI Use-Case for AdvisorsThe AI Use-Case for Advisors
byStephen Boswell
Oct 24, 2024
1 Min Read
SEC Seal
Regulation & Compliance
AI Usage Top Priority for SEC Examiners in 2025AI Usage Top Priority for SEC Examiners in 2025
byPatrick Donachie
Oct 21, 2024
1 Min Read
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Support Platforms
Philtech Provider Foundation Source Acquires VennfiPhiltech Provider Foundation Source Acquires Vennfi
byDavis Janowski - Moderator
Oct 18, 2024
1 Min Read
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WealthTech
Tech and Human Insight: Winning SMB Clients with AITech and Human Insight: Winning SMB Clients with AI
Oct 17, 2024
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Support Platforms
Vanilla Closes on $35M in Funding
Vanilla Closes on $35M in Funding
Oct 16, 2024
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1 Min Read
byDavis Janowski - Moderator, Senior Technology Editor
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IBD
Commonwealth Financial Updates Investment Platform, Introduces Outsourced Technology Management
Commonwealth Financial Updates Investment Platform, Introduces Outsourced Technology Management
Oct 16, 2024
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1 Min Read
byDavis Janowski - Moderator, Senior Technology Editor
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Philanthropy
AI Will Transform Philanthropy, Too
AI Will Transform Philanthropy, Too
Oct 16, 2024
|
1 Min Read
byTyler Cowen
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Sponsored Content
How AI is Revolutionizing Wealth Management
How AI is Revolutionizing Wealth Management
Oct 16, 2024
|
1 Min Read
computer technology finance
Support Platforms
Clearing Firms Must Be Leaders in Improving Technology, Customer Experience
Clearing Firms Must Be Leaders in Improving Technology, Customer Experience
Oct 11, 2024
|
1 Min Read
byDavid Crow
The WealthStack Podcast Andrew Johnson Testimonial IQ
Support Platforms
The WealthStack Podcast: Harnessing the Power of Testimonials for Business Growth with Andrew Johnson of Testimonial IQ
The WealthStack Podcast: Harnessing the Power of Testimonials for Business Growth with Andrew Johnson of Testimonial IQ
Oct 11, 2024
byShannon Rosic - Moderator, Director of WealthStack Content and Solutions
Smarsh CEO Kim Crawford Goodman
Artificial Intelligence
Q&A: Smarsh's CEO on the Role of AI in Communications Compliance
Q&A: Smarsh's CEO on the Role of AI in Communications Compliance
Oct 11, 2024
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1 Min Read
byDavis Janowski - Moderator, Senior Technology Editor
Farther CEO and co-founder Taylor Matthews
Support Platforms
Alphabet’s CapitalG Backs Startup Making Tech for Wealth Advisors
Alphabet’s CapitalG Backs Startup Making Tech for Wealth Advisors
Oct 10, 2024
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1 Min Read
byKatie Roof
Jason Pereira RIA Edge West
Artificial Intelligence
‘Personalization at Scale’ Is Here
‘Personalization at Scale’ Is Here
Oct 9, 2024
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1 Min Read
byDiana Britton, Managing Editor
digital dollar sign
WealthTech
How Safe Is Client Money in a Fintech, Really?
How Safe Is Client Money in a Fintech, Really?
Oct 9, 2024
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1 Min Read
byTeresa Xie
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Sponsored Content
Next: The Wealth Management Firm of the Future
Next: The Wealth Management Firm of the Future
Oct 9, 2024
|
1 Min Read
byWealth Management IQ
Facet Wealth CEO Anders Jones
Support Platforms
Facet Raises Additional $35M
Facet Raises Additional $35M
Oct 8, 2024
|
1 Min Read
byDavis Janowski - Moderator, Senior Technology Editor
Cheryl Nash
WealthTech
WealthStack Roundup: Cheryl Nash Returns To Role Leading Investcloud's APL
WealthStack Roundup: Cheryl Nash Returns To Role Leading Investcloud's APL
Oct 4, 2024
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1 Min Read
byDavis Janowski - Moderator, Senior Technology Editor
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Artificial Intelligence
Your New AI Assistant (No, It Won't Steal Your Job)
Your New AI Assistant (No, It Won't Steal Your Job)
Oct 3, 2024
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1 Min Read
bySatayan Mahajan
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WealthTech
The Word on WealthTech For October 2024
The Word on WealthTech For October 2024
Oct 3, 2024
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1 Min Read
byDoug Fritz, CEO and founder
Jeff Yabuki, chairman and CEO of InvestCloud
Support Platforms
InvestCloud Announces Redesign, New Strategic Direction
InvestCloud Announces Redesign, New Strategic Direction
Oct 1, 2024
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1 Min Read
byDavis Janowski - Moderator, Senior Technology Editor
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Artificial Intelligence
Your Next Financial Advisor Will Be on an App
Your Next Financial Advisor Will Be on an App
Sep 30, 2024
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1 Min Read
byAllison Schrager
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Artificial Intelligence
Three Steps for Using Data and AI to Uncover Your Niche and Supercharge Your Marketing
Three Steps for Using Data and AI to Uncover Your Niche and Supercharge Your Marketing
Sep 26, 2024
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1 Min Read
byMichael Lieberman
Smarsh
Artificial Intelligence
Smarsh Building AI Intelligent Agent for Compliance
Smarsh Building AI Intelligent Agent for Compliance
Sep 26, 2024
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1 Min Read
byDavis Janowski - Moderator, Senior Technology Editor
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Support Platforms
Envestnet Stockholders Approve Bain Acquisition
Envestnet Stockholders Approve Bain Acquisition
Sep 25, 2024
|
1 Min Read
byDavis Janowski - Moderator, Senior Technology Editor
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Support Platforms
Vestmark Partners with BlackRock on Custom Model Portfolios
Vestmark Partners with BlackRock on Custom Model Portfolios
Sep 25, 2024
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1 Min Read
byDavis Janowski - Moderator, Senior Technology Editor
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Sponsored Content
Envestnet Retire Complete: A Turnkey Solution for Retirement Plans
Envestnet Retire Complete: A Turnkey Solution for Retirement Plans
Sep 24, 2024
Altruist office
Support Platforms
Altruist Adds Digital Fixed Income Trading to Platform
Altruist Adds Digital Fixed Income Trading to Platform
Sep 24, 2024
|
1 Min Read
byDavis Janowski - Moderator, Senior Technology Editor
stock market data
ETFs
Retail Investors Won on Fees But Are Losing on Risk
Retail Investors Won on Fees But Are Losing on Risk
Sep 24, 2024
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1 Min Read
byNir Kaissar
mobile app finance
Support Platforms
Revolut Takes On Robinhood, EToro With Own Retail Wealth App
Revolut Takes On Robinhood, EToro With Own Retail Wealth App
Sep 24, 2024
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1 Min Read
byEmily Nicolle
addepar-office-sign.jpg
Support Platforms
Addepar Launches Trading Platform
Addepar Launches Trading Platform
Sep 24, 2024
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1 Min Read
byDavis Janowski - Moderator, Senior Technology Editor
Joaquin Phoenix Her
Artificial Intelligence
Traders, Don’t Fall in Love With Your Machines
Traders, Don’t Fall in Love With Your Machines
Sep 23, 2024
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1 Min Read
byPaul J. Davies
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High Net Worth
It’s Time for a Tax-First Approach to Wealth Management
It’s Time for a Tax-First Approach to Wealth Management
Sep 20, 2024
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1 Min Read
byRob Battista
Envestnet
WealthTech
WealthStack Roundup: Envestnet Makes Multiple Announcements
WealthStack Roundup: Envestnet Makes Multiple Announcements
Sep 20, 2024
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1 Min Read
byDavis Janowski - Moderator, Senior Technology Editor

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