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A new, free leaderboard created and continuously updated by the Kensho team at S&P Global gives people in the financial industry a sense of which generative AI models work best for specific use cases.
April 4 -
The banking goliath is continuing to execute its four-pillar technology investment strategy, CIO Lori Beer said at its investor day.
May 30 -
Startup Breakaway Bookkeeping & Advising is building a network of finance professionals to act as virtual CFOs for small-business clients.
July 13 -
A stroll down the corridors at professional gatherings is always a good idea. Here are ways to have the most fruitful conversations.
November 8
RightSize Solutions -
Consider for a moment what Jobs meant to financial services. When you realize that Apple never targeted a single product at the financial services sector, it is amazing just how influential Jobs and Apple have been in our little corner of the technology world.
October 2 -
Take snafus from other financial institutions as fire drills to stress test your third-party providers.
October 1
RightSize Solutions -
FINRA, Morningstar and Nasdaq have already migrated to the cloud. Should RIAs follow?
April 9 -
Industry leaders look to developments in AI, blockchain and cloud computing as the key drivers of change.
February 5 -
Firms are preparing for tech advances in online fund distribution, digital advice and macro investing.
February 1 -
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LifeYield unveiled its second agreement with an IBD to offer its software, which had previously only been available to large institutional clients.
May 30 -
The firm’s investment in Beacon Platform will be used to deliver quantitative research tools to its 240 portfolio managers globally.
May 14 -
Vanguard, Betterment and Fidelity are among the clients of the tech giant's cloud computing platform.
May 11 -
LifeYield makes it proprietary Taxficient Score available to individual advisors.
April 2 -
The technology underpinning Alexa can automate meetings, update clients and even deliver advice.
August 16 -
United Capital’s Mike Capelle on the principles that guided the formation of the firm.
July 14 -
Companies need to be able to pivot, and tech infrastructure can't be a hindrance.
May 4
United Capital












