Technology
Technology
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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 -
Whether they're enthusiastic or terrified, tax practitioners are anything but indifferent to the rise of artificial intelligence.
February 15 -
The advisor, known for his work with pro athletes, on changing mindsets and making new opportunities.
February 15 -
Bill Harris, the former CEO of Personal Capital, TurboTax and PayPal published a new edition of his "Investment Tax Guide" with the future of the industry in mind.
February 12 -
Understanding new retirement regulations and utilizing technology will help your firm grow.
February 12 -
The CEO of Myriad Advisor Solutions came to Future Proof to talk tech and make business connections — seeing a flash mob formation was just a bonus.
February 8 -
The firm's recruiting chief shared the latest updates with FP amid record financial advisor headcounts and an effort to expand beyond its traditional label as an IBD.
February 7 -
In the quest for predictable growth, it was exciting to see firm leaders at T3 rally around the need for innovation in the front office.
February 5 -
Net income topped $1 billion in 2023 as the firm reached another record headcount and CEO Dan Arnold said there are "interesting questions" to answer about AI.
February 2 -
Join Hemant Sarma from Chubb as he shares where the greatest opportunities are for digital transformation.
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The San Francisco technology company is partnering with Onramp Invest to offer registered investment experts tools for facilitating larger digital asset transactions.
January 25 -
The revamped Estate Snapshot tool promises to create estate planning documents in minutes rather than days through artificial intelligence.
January 24 -
The 2024 T3/Inside Information survey on the tools and tech advisors use has landed. Here's what you need to know.
January 24 -
Big announcements by Franklin Templeton, TIFIN and CogniCor display why experts see vast potential for artificial intelligence helping — rather than replacing — financial advisors.
January 23 -
Many financial planners have yet to incorporate crucial documents like wills and trusts into their service offerings — a potentially costly mistake, writes the CEO of a wealthtech platform.
January 23 -
Arming advisors for the future — one in which humans and machines get along just fine — was on the minds of the two Orion execs.
January 22 -
In sunny Huntington Beach, California, Advyzon CRO John Mackowiak spoke about the industry's direction — and what he liked best about the oceanside festival.
January 19



















