Technology
Technology
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Plus, portfolio construction upgrades from iCapital, an AI advisor platform from Savvy and two new leaders at eMoney.
July 27 -
It calculated that women are 1.5 times more likely to need to move into a new occupation by the end of 2030.
July 26 -
Amid rising interest among students and more states introducing educational requirements, CEO Connect is collaborating with business and sports leaders.
July 26 -
The Securities and Exchange Commission approved new rules that would require entities to disclose material cybersecurity incidents.
July 26 -
A discussion about how AI is transforming wealth management focused on current applications, next-level concerns and where the tools fit in an advisor's workflow.
July 25 -
Fintech veteran and former Skience president Marc Butler believes by working together, advisors can help develop generative AI that truly works for them.
July 21 -
Advisors identified the SEC's new marketing rule as the "hottest" regulatory topic for the third year in a row.
July 20 -
Plus, Future Proof unveils demo drop finalists and RFG adds AI to its platform.
July 20 -
The founder of Helios wants to redefine the OCIO function for financial advisors looking to offer greater customization and serve more sophisticated clients.
July 19 -
Social media has definitely made financial advice more accessible, but that doesn't necessarily mean it's all good advice.
July 19