Fintech
Fintech
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Research shows wealth managers have much greater confidence in the new technology than their clients. Here's how to shrink the gap.
April 29 -
A lover of Tesla and AI technology, Orion's Brian McLaughlin warns that for most, it's still too early to trust AI to make financial predictions.
April 29 -
Amid a busy April for big hires, compliance tech provider COMPLY and wealthtech platform TIFIN have brought on industry vets Michael Stanton and Jeannette Kuda, respectively, aiming for strategic growth.
April 24 -
Just as a sports car needs paved roads for optimal performance, planning software without fast, accurate and accessible data makes for a bumpy ride for financial advisors and their clients.
April 24 -
Advisor360° names former MassMutual exec Mike Fanning as its new CEO
April 23 -
During first-quarter earnings calls, top executives of mega firms like Goldman Sachs, Morgan Stanley and Citigroup talked about how they're testing AI and high-tech tools.
April 18 -
The ban comes after the Wall Street regulator's imposition of nearly $3 billion on fines for failing to track and record communications sent on messaging apps.
April 17 -
A new MIT study says AI could potentially adapt to an advisor's predictive and empathetic behaviors. But industry leaders argue AI is actually generating more job growth for advisors, not replacing them.
April 17 -
Carson Group has snagged two powerhouse leaders in tech and wealth management on the heels of former CEO Ron Carson's departure and the naming of Burt White to the top role.
April 11 -
The new awards program will honor innovators who are developing and implementing technology that is moving the wealth management industry forward.
April 11