Technology
Technology
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A reader in New Jersey feels like she's drowning in financial apps and websites. Is it time for some spring cleaning?
March 13 -
The fintech CEO says advisors can build better trust and stronger client relationships simply by being better at listening.
March 12 -
With two fields increasingly working together, wealth management and accounting firms are rolling out tools. Are financial advisors ready to work with the robots?
March 11 -
RBC Wealth Management is using technology to sift public records for financial or other signals that clients may have come into money or are looking to transfer assets held away.
February 29 -
Research from J.D. Power found that bank customers are most concerned about letting AI move money on their behalf or place a barrier between them and their money.
February 29 -
In this flashback to Future Proof, Practice Intel CEO Tom Rieman stops by the Financial Planning booth to talk about his new fintech platform for advisors.
February 29 -
Despite not holding any Magnificent Seven stocks, the past year has seen assets soar for this ETF.
February 28 -
The CFA Institute analyzed 110 videos and other social media posts. Here's what financial advisors and other investment professionals should know.
February 20 -
Van Eck Associates failed to share important details about the fund's planned fee structure with its board, according to the regulator.
February 16 -
AI-related holdings account for 96% of the total wealth gained in the Bloomberg Billionaires Index.
February 15