Technology
Technology
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The largest U.S. bank's new digital money coach, embedded in its Chase app, has a referral feature designed to capture more business for wealth managers and contribute to attracting talent.
December 19 -
Crypto isn't going away, and neither is client interest. But the conversations around it are changing. Here's what the industry took away from 2022 and what's around the corner.
December 15 -
At Future Proof 2022, the MLB star and former olympian said his quest for financial knowledge will never end.
December 14 -
The eight defendants in the federal investigation stand accused of making more than $100 million from manipulating stocks on social media.
December 14 -
The fintech founder wants to give advisors greater access to one of the simplest asset classes, and one of the most complicated.
December 14 -
Experts say you don't have to buy in. But being able to skillfully navigate crypto conversations with clients can help you and your firm cash out.
December 13 -
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AI, blockchain technology to push the wealth management software market to new heights … eventually. Plus, fresh tech from Raymond James and why HNW investors are still excited about digital assets.
December 8 -
A recent study has found a correlation between tax scrutiny of digital assets and the use of tax loss harvesting as a compensating measure.
December 6 -
The rise of social media "finfluencers" and the tendency of millennials and Gen-Z investors to manage their own money are just two significant trends.
December 6