Technology
Technology
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President Biden has directed government agencies to develop new rules on protecting privacy and security, preventing intellectual property theft, reducing bias and more in banks' use of artificial intelligence models.
October 31 -
DFD Partners has attracted thousands of advisory practices to its software seeking to remove barriers to access for emerging asset managers.
October 31 -
According to a new study from F2 Strategy, AI enthusiasm is high in wealth management, but understanding remains low.
October 30 -
Upper management is at odds with their employees over AI use, hybrid work, dress codes and more.
October 27 -
From AI to video, advisor marketing is evolving. On this week's FP Podcast, the leader of the award winning marketing technology firm explains how financial planners can keep pace.
October 25 -
Understanding the mechanics of how generative artificial intelligence is trained can help advisors participate in the process.
October 25 -
New research released during the annual eMoney Summit says understanding, technology and trust are the keys to a more engaged client base.
October 24 -
A decade after taking a chance to bring his wealthtech vision to life, the soft-spoken leader who values the work as much as the reward still wants to get his hands dirty.
October 22 -
The Practice Intel growth platform made its debut this week with some well-known names at the helm and a mission to quantify crucial parts of the advisor-client relationship.
October 20 -
The top executive at BNY Mellon's custody and clearing subsidiary sets his sights on enabling advisors to spend less time doing mundane tasks in the "swivel chair" and more working with clients.
October 20