In|Vest 2018 brings together the entire wealth management industry – leaders in retail financial services, advisors and investors, insurers and asset managers, solution providers and consultants. Held in New York July 10-11, In|Vest facilitates honest discussion of the most important issues confronting the wealth management industry as digital transformation meets the reality of market execution.
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During the opening session of Financial Planning's second annual ADVISE AI Conference, the chief financial planning nerd at Kitces.com took stock of where advisors are, and aren't, adopting the technology in their practices.
8h ago
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Resources and personal connections offer significant advantages. But financial advisors and other experts say they only get new RIAs part of the way.
8h ago
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The increased sophistication that cyber attackers are getting from technology requires more frequent updates to cybersecurity defenses, according to cyber insurance experts.
October 28
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Citigroup and many of its top rivals are turning to AI to improve efficiency in areas including credit decisions, marketing and customer service.
October 28
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Larry Sprung wasn't looking for love (authors), but he wound up finding a great set of clients.
October 28
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Public-sector pensions are shifting more risk onto employees through hybrid designs, variable contributions and COLA changes, transforming retirement planning for millions.
October 27
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The choice of buyer and the price get the most attention, but a possible merger of equals and the technology side of the transition could loom large in the strategy.
October 27
