Technology
Technology
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Orion leaders are throwing their technology and financial support behind the Foundation for Financial Planning as the nonprofit pursues an ambitious New Year's resolution
January 30 -
From BNY Mellon to the mutual fund giant Fidelity Investments, BlackRock and Nomura Holdings, members of the Wall Street establishment are planning for a future in digital assets.
January 30 -
JPMorgan Chase alleges in a lawsuit that the college-planning website Frank provided misleading information before the bank bought it. Experts say there were plenty of red flags from the beginning.
January 27 -
JPMorgan Chase has a head start when it comes to developing and deploying artificial intelligence in banking, according to a new study.
January 27 -
FP Alpha CEO Andrew Altfest and T3 Founder Joel Bruckenstein explain how AI is being leveraged by tech-savvy advisors, and where it may go next.
January 26 -
A new report from Broadridge Financial Solutions also indicates enthusiasm for AI is high, but buy-in on the metaverse remains low.
January 25 -
The co-founder of the XY Planning Network offers up best practices for advisors eager to spend more time in front of their clients and less time in front of screens in 2023.
January 24 -
Jalina Kerr, the managing director of client experience at Schwab Advisor Services, wants to make digital adoption easy for RIAs.
January 23 -
The California native also shared what he is excited to see from wealthtech this year, and some tips for East Coast advisors taking in the West Coast sights.
January 20 -
Cybersecurity company Cyberarkan used the AI-driven text generator to create a new strain of malware capable of bypassing traditional controls.
January 20