The advisor technology conference co-founder on what he expects to see at next week's gathering in Tampa—no surprise, artificial intelligence and machine learning will be heavily featured, especially in the Emerging Technologies sessions.
Multifamily office Pathstone announced investments from two different backers this week, Allworth Financial made its second and third acquisitions of the year, and Apella bought a California RIA. Meanwhile, NewEdge Wealth has a new principal.
Our technology columnist spoke with Samir Vasavada and Runik Mehrotra of Vise about recent layoffs, his own startup past and the firm's future.