Fintech
Fintech
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Regulators contend two firms falsely advertised themselves as the first to apply artificial intelligence to investment recommendations.
5h ago -
The technology startup continues to make U.S. inroads with its goal of enabling advisors to better deliver customized financial advice.
March 15 -
A reader in New Jersey feels like she's drowning in financial apps and websites. Is it time for some spring cleaning?
March 13 -
The fintech CEO says advisors can build better trust and stronger client relationships simply by being better at listening.
March 12 -
With two fields increasingly working together, wealth management and accounting firms are rolling out tools. Are financial advisors ready to work with the robots?
March 11 -
RBC Wealth Management is using technology to sift public records for financial or other signals that clients may have come into money or are looking to transfer assets held away.
February 29 -
In this flashback to Future Proof, Practice Intel CEO Tom Rieman stops by the Financial Planning booth to talk about his new fintech platform for advisors.
February 29 -
The CFA Institute analyzed 110 videos and other social media posts. Here's what financial advisors and other investment professionals should know.
February 20 -
The advisor, known for his work with pro athletes, on changing mindsets and making new opportunities.
February 15 -
Bill Harris, the former CEO of Personal Capital, TurboTax and PayPal published a new edition of his "Investment Tax Guide" with the future of the industry in mind.
February 12