Artificial intelligence
Artificial intelligence
-
Fintechs are pitching new tools to plan providers claiming they can lower 401(k) costs.
March 14 -
The bank’s asset management unit has approached ETF Securities and Global X in an effort to expand its lineup.
March 14 -
Broker-dealers and financial advisors pay a steep penalty for failing to keep up with digital trends.
March 14 -
-
The new tool will incorporate analysts’ past decisions and data, and extend their approach to funds not currently covered.
March 5 -
Artificial intelligence, digital privacy, health care and geopolitics will impact clients in "deeply personal" ways in the next decade. For advisors, that’s a huge opportunity.
February 16 -
Don’t worry about technology replacing advisors. On the contrary, use it to help fix the advisor shortage.
February 13 -
A team from Utah Valley University built a functional chatbot, finishing first in the inaugural student fintech competition at the T3 Advisors Conference.
February 9 -
From emerging technologies to new regulatory scrutiny, Aite Group analysts expect to see many firms redefine their business models in 2018.
February 2 -
Another blockbuster announcement from the online retail giant stirs more debate about its future plans for the financial industry.
January 31 -
One provider aims to test whether or not investors are comfortable with algorithms picking stocks.
January 23 -
Advisors are increasingly finding themselves outmaneuvered by robos, but they can use the same technologies — algorithms combined with big data and machine learning — to overcome this challenge.
January 17 -
Once the domain of institutions, RIAs and fee-based planners are adopting artificial intelligence.
December 29 -
The impact of commoditization, fee compression and consolidation on RIAs in 2018 cannot be understated.
December 27 -
Large wealth managers and banks will spend more on blockchain and AI in the coming year, and appear willing to explore new technology partnerships.
December 27 -
What the next generation of tech innovation means for planners.
December 26 -
The need to eliminate complexity, boost transparency and create efficiencies is stronger than ever.
December 20 -
If you’re reinventing the wheel with every single task, you are forgoing all the benefits that technology was intended to provide.
December 19 -
With millions of Alexa and Google Home devices now in use, first-mover banks are rapidly developing services to let customers control their finances using only their voice — even if there are still many kinks to work out.
December 4 -














