Automation

The White House has canceled the October 2023 executive order from the previous administration on AI regulation and oversight.

An experiment tested different generative AI models against each other on multiple choice questions from CPA Exam test prep material, and found they have their own strengths and weaknesses.

Intuit announced a raft of new capacities and features, mostly focused on automation, workflow efficiency and integration.

Financial and accounting teams are inundated by new data streams that accompany hybrid work on a global scale.

An association spanning 190,000 investment professionals worldwide has weighed into the thorny debate surrounding trading and technology.

With today’s generation of home buyers so rooted in a digital world, how will the financial services industry need to change to meet their needs? What new consumer technology will they need to adopt to meet consumers where they are? How will those approaches differ from how things have been done historically in the industry? Join us in a discussion with Blend’s Founder, Nima Ghamsari as we chat through how banks and financial institutions need to think through these questions.

Join Janet King, Arizent VP of Research and Brian Elkins, Senior Director of Strategy at Monigle for a discussion of a new, prescriptive framework that helps banks and other financial institutions identify why customers choose to bank with one financial institution over another. Developed in conjunction with creative experience agency Monigle, the Humanizing Customer Experience research from American Banker draws on more than 5,000 customer responses to show what matters most in customer experience and ranks which financial institutions do it best. Join this discussion to learn more about how you can optimize your bank's approach to CX to improve customer satisfaction and earn higher net promoter scores.

How technology is enabling new types of payment transmission and what this means for banking.

The industry has long talked about embracing digital technology — but the time for talk may be over.

Jason Wenk, founder of Altruist, is ramping up for an end-of-year debut.

Investment in technology and data management is becoming increasingly critical to distribution, and to managing regulation, reporting and operations.

Asset managers have felt the pressure as volatility roils global markets and investors continue to demand low-fee funds that require far fewer workers.

In a rapid-fire interview with Financial Planning, Moore paints a bright picture of the job market for young financial advisors and takes aim at the most "absurd" practice advisors still undertake with clients.

The largest independent digital advice platforms profited significantly from a strong M&A market last year.

Striking the right balance between humans and technology has become the holy grail for early adopters.

Artificial intelligence will impact every aspect of RIA practice, from the front-end to the back office.

Chairman Jay Clayton and OCIE's director provided advisors with hints on the regulator’s methods.

Riskalyze CEO Aaron Klein says among tech giants, Jeff Bezos has the retail distribution to disrupt wealth management.

To save time and money, the megabank is embracing machine learning-driven tools.