Technology
Technology
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AI-powered YourStake has since expanded into a comprehensive advisor platform, offering portfolio analytics and meeting automation, claiming to save five hours a week for advisors.
November 4 -
An industry survey of 200 compliance officers showed that a mere 12% of respondents currently using AI said they also adopted an AI risk management framework; experts said advisory firms need an AI governance plan ASAP.
November 1 -
The middle and later stages may have less potential for astronomical returns but still offer advantages for high net worth investors, experts tell FP.
November 1 -
Both presidential candidates' plans would balloon the country's debt by trillions. Here's how that could affect the economy and make VC investments even more attractive.
October 30 -
Hundreds of new tech offerings have entered the wealth management landscape the past five years, challenging the capabilities of traditional CRM systems. Is it time for advisors to rethink their CRMs?
October 29 -
After millions of tax IDs were exposed in the massive leak at National Public Data, clients will be at heightened risk for tax fraud and other financial abuse this tax season.
October 29 -
Opto Investments is building out a fully integrated tech platform for RIAs to gain access to the multitrillion-dollar private markets.
October 28 -
Wall Street is rolling out a new breed of ETFs with varying degrees of exposure to megacap technology shares.
October 25 -
Properly "priming" AI models takes effort but can ultimately free up financial advisors to perform higher-value tasks.
October 24 -
The industry watchdog continues its recently adopted practice of giving firms monthslong advance warning of its examination priorities before the start of the new year.
October 22 -
AI can extract key insights from meeting transcripts, emails and files and other sources across a firm's entire book of business.
October 22 -
Robinhood is also planning to offer a browser-based trading system similar to products from Interactive Brokers Group and Charles Schwab
October 17 -
Independent advisors will not be 'left behind' for refusing to adopt AI, argue tech-forward leaders and XYPN co-founders Michael Kitces and Alan Moore.
October 16 -
Top tech developers from TIFIN's Sage, Alai Studios, StockSnips and more talked about how they're removing issues like bias and hallucinations from their AI tools for advisors, during Financial Planning's ADVISE AI conference.
October 15 -
A margin of 46% for the unit housing the giant clearing and custody firm may console executives who say the First Republic deconversion "is now largely behind us."
October 15 -
The National Association of Tax Professionals criticized an ad promoting Intuit's TurboTax full-service option, saying it encouraged taxpayers to leave their professional preparers.
October 15 -
Industry leaders from JPMorgan, Salesforce, Microsoft, Integrated Partners, Cambridge and more share their insights on how they're thinking about and pursuing AI tools in wealth management.
October 15 -
The top award winners cap off Financial Planning's inaugural Innovation Award series.
October 10 -
The chief financial planning nerd sees AI solutions that can significantly help financial advisors. But there are also overpromises, he said at ADVISE AI.
October 10 -
Among the proposals the Biden-appointee still has to shepherd across the finish line are rules for eliminating conflicts from AI recommendations and cybersecurity requirements for advisors and broker-dealers.
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