Practifi’s Johnstone: Generative AI Is Best Used As A Development Tool, AI Won’t Replace Advisors Anytime Soon, And Innovation Must Be Balanced With Security
Smarsh Enhances Risk And Compliance Portfolio, Orion CEO Plans To Retire, Dynasty Launches Investment Bank, BetaNXT Upgrades Operations And Communications Tools, COMPLY Hires New CMO, FMG Achieves 400% Growth And Ritholtz Files For New Robo
The Rapid Proliferation Of AI Platforms Will Be A Net Positive For Competent And Driven Financial Professionals. Everyone Else Better Brace For Impact.
From Warehouse To Lake, Then To Lakehouse – Data Architecture Has Evolved. Lakehouse Adopters Can Gain A Competitive Edge In The Wealth Management Space.
Envestnet Forges Partnerships, COMPLY Releases CCO Playbook, Vestmark Launches Tax Management And Direct Indexing Tool, SYSTM Appoints New Product Management Executive, Tara York Of Luma Is Our Wealthtech Leader Of The Month And More
