Technology
Technology
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Just like the evolution of subscription-based models for Netflix and Disney, advisors are finding the cost to use cloud-based services has increased, driven in part by rapid developments in AI by tech giants like Nvidia and Google.
April 11 -
The Internal Revenue Service urged tax professionals to steer clear of so-called "spearphishing" scams from cybercriminals, including identity thieves posing as new clients.
April 9 -
Many wealth managers are spending hundreds of thousands of dollars on AI vendors to create better efficiencies. But measuring results with new tech is a challenge.
April 8 -
The broker-dealer watchdog is putting the industry on notice about the latest scheme attempting to extract client information.
April 5 -
More than 60% of wealth managers know AI as ChatGPT, but hallucinations with big language applications have blocked them from using AI in finance predictions, a survey shows.
April 5 -
Having hit most of the big Wall Street firms with hefty fines for misusing WhatsApp and similar services, regulators are now turning their attention to independent advisors.
April 4 -
A new, free leaderboard created and continuously updated by the Kensho team at S&P Global gives people in the financial industry a sense of which generative AI models work best for specific use cases.
April 4 -
Industry leaders will show how to safely and effectively integrate AI at Financial Planning's new conference, ADVISE AI. Registration is now open for the October two-day event.
April 3 -
Companies using artificial intelligence have a long way to go before people will fully trust them to help with their taxes, according to a recent poll.
April 3 -
WTF CPAs has used artificial intelligence to get a jump on busy season, just in time for April 1.
March 29