Technology
Technology
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In a Q&A with tech innovator Dani Fava, the new chief strategy officer for Carson Group explains where the rapidly growing firm is headed next, and the importance of using AI as a time saver.
May 3 -
Raymond James' outgoing CEO Paul Reilly and incoming CEO Paul Shoukry talk on their long-term strategy that led to growth, challenges ahead with PE buyouts and an $800M technology budget.
May 2 -
Wealth management startup Altruist raised $169 million, topping a valuation of more than $1.5 billion.
May 2 -
The self-regulator has stressed a shift away from mere compliance and toward active self-surveillance to uncover improper off-channel messaging.
May 2 -
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 -
An experiment tested different generative AI models against each other on multiple choice questions from CPA Exam test prep material, and found they have their own strengths and weaknesses.
April 25 -
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