Technology
Technology
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Traditional methods of driving traffic to a firm's websites aren't enough in the new "zero-click" search results world.
June 20 -
A consulting firm's report on the future of the channel reveals the ambivalence and frustration many feel about the impact of M&A consolidation.
June 18 -
Ryan Salah, of Capital Financial Partners, said his RIA recently decided to add tax planning software into the mix.
June 17 -
The industry watchdog is walking away from more than a dozen regulatory reforms that had drawn staunch opposition from advisors and industry groups.
June 13 -
The fintech and nonprofit join others, including AARP and the ICBA, in working to raise awareness of the financial risks of Alzheimer's and dementia.
June 13 -
In February, the organization released its "Generative AI Ethics Guide," which may be updated based on the group's findings.
June 13 -
A Morningstar study found that clients who get AI-generated emails think their advisors should take a pay cut.
June 12 -
With concerns about compliance and client connections, some financial advisors find that double-checking AI can negate the time savings they're hoping for.
June 9 -
Wealth.com has built a client roster of more than 1,000 wealth management firms and several big-name backers. Now it's launching a yearly industry event.
June 9 -
Upgraded features include AI-driven estate document analysis, a redesigned questionnaire-driven workflow and observations categorized by analysis and guidance, among others.
June 3 -
Paul Algreen, the executive managing director and chief technology officer at Cresset Capital in Chicago, took the opportunity to turn the firm's tech stack from a "blank slate" to the scaling juggernaut it is.
June 2 -
Paul Brahim has made title protection and financial literacy requirements for students nationwide among his top goals for the organization.
May 28 -
Amid the great wealth transfer, having a flexible tech stack that attracts young, next-gen clients is a must.
May 28 -
UBS has unveiled AI video avatars of its analysts, aiming to increase video production and client engagement. Will financial advisors take the same route?
May 26 -
The increasingly popular Section 351 process offers many low-basis investment portfolios an exit ramp — without incurring any capital gains.
May 21 -
Virtual client meetings have boomed since the COVID-19 pandemic, but advisors say the digital shift is far from over. Here's how virtual advisors are getting ahead of the curve.
May 21 -
Gabriel Kaplan of Wealth Habits used to give his virtual assistant around 20 hours per month of work. AI tools in his tech stack have greatly reduced that amount.
May 20 -
The Cincinnati-based bank has partnered with the fintech Trust & Will to make estate planning easy, accessible — and free.
May 19 -
"The Four Money Bears: Berryville" will challenge fifth-graders or older children to run a successful business by building inventory and a loyal customer base.
May 19 -
When it comes to certain AI tools — like those for content creation — concerns over copyright infringement, bland outputs and more have led some financial advisors to eschew the technology.
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