Fintech
Fintech
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The 2024 T3/Inside Information survey on the tools and tech advisors use has landed. Here's what you need to know.
January 24 -
Big announcements by Franklin Templeton, TIFIN and CogniCor display why experts see vast potential for artificial intelligence helping — rather than replacing — financial advisors.
January 23 -
Arming advisors for the future — one in which humans and machines get along just fine — was on the minds of the two Orion execs.
January 22 -
In sunny Huntington Beach, California, Advyzon CRO John Mackowiak spoke about the industry's direction — and what he liked best about the oceanside festival.
January 19 -
The TAMP developed its new tools after consulting with a group of financial advisors on the design and functions.
January 16 -
The firm received new investments from funds linked to Ritholtz Wealth Management and Mariner Wealth Advisors as RIAs seek to ease their client onboarding.
January 11 -
Amid a shift in finance to quicker transaction settlement times known as the "T+1 requirement," the chatbot fixes errors and prevents them in the future.
January 11 -
The longtime fintech reporter and Financial Planning Podcast host says goodbye after moving on to a new opportunity.
January 10 -
Meeting the needs of forward-thinking advisors is what the man known as "Mr. Purple" says his firm's platform is all about.
January 3 -
The dynamic duo hit the beach at Future Proof 2023 to represent Wealth.com and let advisors know that estate planning doesn't have to be so hard.
January 2