Fintech
Fintech
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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 -
Plus, the Future Proof demo drop returns, Shaping Wealth extends its behavioral finance access, and Broadridge lands a machine learning patent.
June 23 -
A new study finds nearly one-third of Generation Z and young millennials check portfolio balances daily, but clients of all ages are logging on more often.
June 22 -
The company's latest rollout furthers its onboarding focus at a time when transitioning legacy assets is crucial.
June 21 -
The co-author of the Robo Report explains why digital DIY options really shine when human advisors are part of the equation.
June 21 -
Plus, F2 Strategy makes an acquisition, iCapital has a new alts marketplace and OneVest follows funding raise with a move south.
June 16 -
For one expert, getting your piece of the $73 trillion wealth transfer pie will require a sound plan and a new attitude.
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 -
Redtail's switch to a per-user subscription fee system is set to affect half of all financial advisory firms using CRM software.
June 9 -
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 -
Plus, ChatGPT managed portfolios and Smarsh gets a new CTO.
June 7 -
The featured INVEST 2023 speaker breaks down the science behind our saving struggles and details the important role advisors play in bridging the gap with the next generation.
June 7 -
Plus, SMArtX and TradePMR team up; and Apex says Gen Z still loves crypto
May 31 -
How tech-enabled advisory firm Farther plans to put sprinkles on a 'vanilla ice cream' RIA landscape Armed with a digital native model, proprietary technology and some recently secured instructional knowledge, the San Francisco firm is looking to shake things out.
May 25 -
Plus, tru Independence launches a new wealthtech platform, findings from Nitrogen's inaugural advisor growth survey and Invesco comes to the Private Advisor Group platform.
May 25

















