Technology
Technology
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The popular subreddit is set to hit 16K users as a wave of young advisors goes online in search of honest opinions and advice.
August 2 -
The veteran fintech expert goes deep on everything from tech spending to the Schwab-TD Ameritrade Merger on this week's FP Pod.
August 2 -
The move comes amid predictions that clients will increasingly base wealth management decisions on online testimonials and ratings.
August 2 -
Millennials facing middle age are remapping the trading landscape, but don't count out web-based apps just yet.
August 1 -
The marketing tech firm is teaming up with a crew of remote video pros to help advisors make videos worth clicking.
July 31 -
A prominent compliance consultant lists the top reasons firms turn to outside experts for regulatory assistance.
July 31 -
Plus, portfolio construction upgrades from iCapital, an AI advisor platform from Savvy and two new leaders at eMoney.
July 27 -
It calculated that women are 1.5 times more likely to need to move into a new occupation by the end of 2030.
July 26 -
Amid rising interest among students and more states introducing educational requirements, CEO Connect is collaborating with business and sports leaders.
July 26 -
The Securities and Exchange Commission approved new rules that would require entities to disclose material cybersecurity incidents.
July 26 -
A discussion about how AI is transforming wealth management focused on current applications, next-level concerns and where the tools fit in an advisor's workflow.
July 25 -
Fintech veteran and former Skience president Marc Butler believes by working together, advisors can help develop generative AI that truly works for them.
July 21 -
Advisors identified the SEC's new marketing rule as the "hottest" regulatory topic for the third year in a row.
July 20 -
Plus, Future Proof unveils demo drop finalists and RFG adds AI to its platform.
July 20 -
The founder of Helios wants to redefine the OCIO function for financial advisors looking to offer greater customization and serve more sophisticated clients.
July 19 -
Social media has definitely made financial advice more accessible, but that doesn't necessarily mean it's all good advice.
July 19 -
A roundtable of wealthtech heavy hitters talks AI innovation, implementation and security as firms get fired up about the tech.
July 18 -
Cryptocurrency fraud losses nearly doubled last year in this country, a marked contrast with the rest of the world, where they actually fell by around half.
July 18 -
Such concerns have taken on new importance with recent advances in artificial intelligence tools, which are "the most transformative technology of our time," Securities and Exchange Commission Chair Gary Gensler says.
July 17 -
Plus, Wealth.com names a new head of community; Helios introduces refreshed sleeving capabilities; and FusionIQ partners with Blueleaf.
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