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Greg Fanelli is VP, sales & voluntary benefits consultant, at Conner Strong & Buckelew.
June 29
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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
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Six southern states — Florida, Texas, Georgia, the Carolinas and Tennessee — are contributing more to the national GDP than the Northeast.
June 29
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More than 60% of registered investment advisory firms force complaints into forums that cost more and may give them fewer rights than FINRA, the regulator said.
June 29
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Franklin Templeton investing experts discussed key global market trends that could impact portfolios heading into the second half of the year.
June 28
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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
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Among the respondents who work with financial planners, about 7 out of 10 said they have high hopes for 2023. For those without planners, the figure fell to 42%.
June 28
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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
