Technology
Technology
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The bank plans to make the robo-advisor the foundation of a new digital offering that will include access to human advisors.
January 26 - AB - Technology
The cryptocurrency exchange recently refunded $35 million to customers whose accounts had been drained by hackers. Here's what banks and other financial firms can learn from the attack.
January 26 -
Saifr’s technology flags risks and compliance issues in documents, social media posts and videos before they are sent for review.
January 25 -
Venture capitalists agree in spirit with an idea floated by the Securities and Exchange Commission that large private companies should divulge more about their finances. But they warn financial services innovation could be stifled if the requirements are too stringent.
January 24 -
In this fireside chat, Ida Liu, the global head of Citi Private Bank, covers a range of topics, including how digital client engagement is evolving.
January 20 -
As boomer advisors retire, look for younger advisors to push the way firms serve clients beyond the limits of what we have yet invented or even imagined.
January 20 -
Regulators haven’t reached out after hack, according to CEO Kris Marszalek
January 20 -
In an exclusive Q&A, Financial Planning asks about the new role and how her experience with financial planning software will inform future decisions.
January 20 -
The app will allow trading of listed stocks and ETFs.
January 19 -
The firm built an education and wellness platform for Fidelity’s eMoney, and it’s rolling out a new app this year.
January 19 -
It’s natural to be worried about being replaced, but it’s smarter to make yourself irreplaceable by taking advantage of the edge technology offers.
January 18 -
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The trend shows no sign of slowing down in 2022, but not everyone is convinced the products are good for clients.
January 13 -
In her new role, Rothschild will oversee product development and help scale the wealthtech’s new business lines.
January 12 -
There's been a rush into the latest digital craze, flooding the market with millions of dollars.
January 5 -
A look back at the biggest events and trends that shaped the industry last year.
December 23 -
Regulators rejected a pair of proposals to offer physically backed Bitcoin exchange-traded funds, handing crypto enthusiasts a proverbial bag of coal ahead of the Christmas holiday.
December 23 -
Yan Zhao, President of NYDIG as she exploreshow Bitcoin is experiencing wider adoption in the traditional finance world, and why that is.
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Decentralized finance is on your clients’ radars, and should be on yours, too.
December 23 -
The regulator’s frequent reviews display shortcomings in three different areas, according to a new GAO report.
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