Technology
Technology
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Traditional methods of driving traffic to a firm's websites aren't enough in the new "zero-click" search results world.
June 20 -
A consulting firm's report on the future of the channel reveals the ambivalence and frustration many feel about the impact of M&A consolidation.
June 18 -
Ryan Salah, of Capital Financial Partners, said his RIA recently decided to add tax planning software into the mix.
June 17 -
The industry watchdog is walking away from more than a dozen regulatory reforms that had drawn staunch opposition from advisors and industry groups.
June 13 -
The fintech and nonprofit join others, including AARP and the ICBA, in working to raise awareness of the financial risks of Alzheimer's and dementia.
June 13 -
In February, the organization released its "Generative AI Ethics Guide," which may be updated based on the group's findings.
June 13 -
A Morningstar study found that clients who get AI-generated emails think their advisors should take a pay cut.
June 12 -
With concerns about compliance and client connections, some financial advisors find that double-checking AI can negate the time savings they're hoping for.
June 9 -
Wealth.com has built a client roster of more than 1,000 wealth management firms and several big-name backers. Now it's launching a yearly industry event.
June 9 -
Upgraded features include AI-driven estate document analysis, a redesigned questionnaire-driven workflow and observations categorized by analysis and guidance, among others.
June 3