Investment technology

The ever-changing landscape of artificial intelligence promises new innovations for financial advisors, but it also brings fresh ethical concerns.

Arming advisors for the future — one in which humans and machines get along just fine — was on the minds of the two Orion execs.

In sunny Huntington Beach, California, Advyzon CRO John Mackowiak spoke about the industry's direction — and what he liked best about the oceanside festival.

Come the second quarter of 2024, JPMorgan Automated Investing will be no more.

Millennials facing middle age are remapping the trading landscape, but don't count out web-based apps just yet.

Regulators accused the investment tech company of costing customers millions of dollars by not reducing their capital gains liability.

Used correctly, wealth management technology has the potential to improve the experience for clients and advisors alike.

Advisors who missed the “first-mover advantage” a decade ago could be in the catbird seat as all the rules change.

The firm may have crammed five years worth of user adoption into a single month.

The digital advice firm is hoping its 500,000 customers will want to consolidate more of their finances under one roof.

The problem was from a bug related to an external software provider.

The affected system is typically used to process algorithmic trades from hedge funds and decides how and when to send trade requests to different venues.

The all-in-one platform model is attracting some of the largest firms as consumers increasingly acclimate to housing all their financial needs under one roof.

“When you mess with everybody’s day-to-day work flows, you have to get everyone involved from the get-go,” said advisor Andrew Altfest.

The 70 million-strong cohort requires nothing less than constant technological innovation.

Whether it's AI managing regulations or next-gen tools acting as data scientists, managers say tech will change how they work.