Technology
Technology
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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.
October 10 -
A new Financial Planning survey found that while advisors feel the pressure to adopt AI tools, less than half believe it will play a large role in their firm's efforts to capture new clients.
October 9 -
The co-founders of the influential service, technology and compliance firm for fee-only RIAs discussed how the firm is evolving — but also staying the same.
October 9 -
Charles Morris, Microsoft chief data scientist, opened ADVISE AI with a look at the speed at which AI is changing wealth management, and the world.
October 9 -
Check in regularly as we update throughout both days of wealth management's first conference focused solely on AI in the industry.
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Supervised AI tools can spot opportunities and reduce risk — ideally long before an RIA merger or acquisition closes.
October 8 -
End-to-end meeting manager GReminders is using AI to streamline all the other AI meeting tools, like Calendly and Fireflies.ai, under one roof to make life easier for advisors.
October 7 -
A new Schwab Advisor Survey found AI is largely being used in back-office functions rather than consumer-facing, as adoption slowly takes hold.
October 3 -
The technology could change the way many financial advisors interact with their clients, but that evolution will come with important questions, an expert says.
October 2 -
Agencies including FINRA and the SEC are looking at new risks posed in common use cases of AI — meeting dictation services, chatbots and using data to hyper-personalize ads.
October 1 -
J.P. Morgan Asset Management's automated tax services platform, 55ip, has rapidly expanded with partners including BlackRock, Fidelity and Raymond James Financial as demand to manage client taxes accelerates.
September 30 -
At FINRA's advertising regulation conference in Washington, D.C., leaders said they are looking at how broker-dealers are using large language models and AI translation services.
September 26 -
Top innovators at Microsoft, Salesforce, FP Alpha and more, will speak on where AI is headed in wealth management at Financial Planning's ADVISE AI conference next month.
September 25 -
Financial advisors' jobs won't be eliminated by AI, but their roles are rapidly evolving to keep up with new client demands and oversee new tech to prevent hallucinations.
September 24 -
Here are some of the key takeaways from a sampling of the many substantive discussions at Huntington Beach last week.
September 24 -
Best practices for each option can make the difference between success and stagnation in a growing advisory firm.
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