Artificial intelligence
Artificial intelligence
- AB - Technology
One area of focus for the bank is using advanced artificial intelligence to detect business-email compromise. The payment messaging network Swift and online gambling host Caesars are also using AI to stop people from gaming their systems.
July 3 -
The technology that powers ChatGPT can sift through and even synthesize massive amounts of data, though it must overcome doubts over reliability, transparency and regulatory risk before it can be harnessed to conduct useful research.
June 29 -
New research explores the potential for generative AI to serve as a strong support system for wealth management clients.
June 28 -
Plus, eMoney gets a new cash management option, Docupace gets a new CFO and the former Skience president starts a new fintech firm.
June 28 -
Called "Ester," new AI and machine learning can automate tedious tasks traditionally handled by financial analysts and in-house paralegals.
June 27 -
Researchers identified 11 problematic predispositions exhibited by planners when making recommendations to clients.
June 26 -
An employment attorney shares how to make sure AI hiring tools follow policies and regulations.
June 26 -
Plus, the Future Proof demo drop returns, Shaping Wealth extends its behavioral finance access, and Broadridge lands a machine learning patent.
June 23 -
CEO Jamie Dimon has called the AI initiative, which includes a vast hiring campaign, "critical to our company's future success."
June 21 -
SEC Chair Gary Gensler is worried about conflicts of interest in investment advice.
June 15 -
Journey Strategic Wealth President Penny Phillips and other speakers at FP's INVEST conference challenged the industry to think big about its mission.
June 14 -
Orion Chief Behavioral Officer Daniel Crosby and other experts explained the stakes and challenges facing advisory practices at FP's INVEST conference.
June 13 -
Two financial advisors and a financial technology entrepreneur explained how the usage of the tools disproves what is often seen as an either-or decision.
June 12 -
The 8 petabytes of data could fuel major insights about Fidelity's 42 million customers, as well as retirement plans and other benefit programs managed for tens of thousands of businesses.
June 8 -
It may take time, trial and error but the turbo-AI tool is worth integrating into an advisory firm's marketing technology stack.
June 6 -
The banking goliath is continuing to execute its four-pillar technology investment strategy, CIO Lori Beer said at its investor day.
May 30 -
With Microsoft Azure OpenAI underpinnings, access to Morningstar investment research and a business casual company sweater, Mo is here to provide summarized, conversational insights to advisors.
May 19 -
One of the original wealth management disruptors has grown into a household name for scores of advisors. But the director of Betterment for Advisors says his team remains dedicated to shaking things up.
May 17 -
Plus, Vestwell partners with JPMorgan, and TIFIN Wealth provides free access to NAPFA-aligned advisors
May 12 -
ChatGPT scored terribly on a practice CPA exam, scoring 39% in REG, 46% in AUD, 35% in FAR and 48% in BEC.
May 8