Technology
Technology
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Regulators contend two firms falsely advertised themselves as the first to apply artificial intelligence to investment recommendations.
7h ago -
Jeff McMillan will be in charge of marshaling the firm's investments in artificial intelligence to drive efficiency.
March 15 -
The reality is that traditional 'one and done' software training is insufficient.
March 15 -
The technology startup continues to make U.S. inroads with its goal of enabling advisors to better deliver customized financial advice.
March 15 -
A reader in New Jersey feels like she's drowning in financial apps and websites. Is it time for some spring cleaning?
March 13 -
The fintech CEO says advisors can build better trust and stronger client relationships simply by being better at listening.
March 12 -
With two fields increasingly working together, wealth management and accounting firms are rolling out tools. Are financial advisors ready to work with the robots?
March 11 -
RBC Wealth Management is using technology to sift public records for financial or other signals that clients may have come into money or are looking to transfer assets held away.
February 29 -
Research from J.D. Power found that bank customers are most concerned about letting AI move money on their behalf or place a barrier between them and their money.
February 29 -
In this flashback to Future Proof, Practice Intel CEO Tom Rieman stops by the Financial Planning booth to talk about his new fintech platform for advisors.
February 29