Technology
Technology
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Advisor360° names former MassMutual exec Mike Fanning as its new CEO
8h ago -
Fidelity launched a new hub aimed at helping advisors who said they're struggling to grow organically. The move comes as LPL Financial and BlackRock launched similar hubs this year.
April 23 -
During first-quarter earnings calls, top executives of mega firms like Goldman Sachs, Morgan Stanley and Citigroup talked about how they're testing AI and high-tech tools.
April 18 -
The ban comes after the Wall Street regulator's imposition of nearly $3 billion on fines for failing to track and record communications sent on messaging apps.
April 17 -
A new MIT study says AI could potentially adapt to an advisor's predictive and empathetic behaviors. But industry leaders argue AI is actually generating more job growth for advisors, not replacing them.
April 17 -
The New York megabank is working to deploy artificial intelligence as it seeks to make its own operations more efficient. Solomon also sees an "unprecedented" opportunity in financing clients' needs as they invest in AI.
April 15 -
Carson Group has snagged two powerhouse leaders in tech and wealth management on the heels of former CEO Ron Carson's departure and the naming of Burt White to the top role.
April 11 -
The new awards program will honor innovators who are developing and implementing technology that is moving the wealth management industry forward.
April 11 -
Survey results from the payment processing firm AdvicePay suggest fee-for-service models for financial planning continues to grow.
April 11 -
To protect their own talent pipeline, financial companies need to make sure that they're not only protecting the entry-level roles that AI threatens to take over, but getting the enthusiastic buy-in of the people most likely to be affected, according to experts from Fiserv, Segpay and Featurespace.
April 11