Technology
Technology
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Companies using artificial intelligence have a long way to go before people will fully trust them to help with their taxes, according to a recent poll.
April 3 -
WTF CPAs has used artificial intelligence to get a jump on busy season, just in time for April 1.
March 29 -
The budgeting app has already garnered support from NBA superstars and is looking for more growth.
March 28 -
The $4.2 billion-asset MCU in New York is working with Ameriprise Financial Institutions Group to connect members with the firm's network of digital advisors and offer investment planning options alongside its traditional products.
March 25 -
After the SEC approved 11 bitcoin exchange-traded funds in January, clients may have more interest in the asset, but still have plenty of questions and concerns.
March 22 -
A federal judge has signed off on the bankrupt crypto firm Genesis Global Capital's settlement with the Securities and Exchange Commission over allegations a digital-asset lending program it helped run violated the agency's rules.
March 20 -
In the era of artificial intelligence, clients of all ages and education levels are vulnerable to digital bunco artists. Here's how to help clients protect their investments.
March 19 -
Regulators contend two firms falsely advertised themselves as the first to apply artificial intelligence to investment recommendations.
March 18 -
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