Technology
Technology
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Researchers identified 11 problematic predispositions exhibited by planners when making recommendations to clients.
June 26 -
An employment attorney shares how to make sure AI hiring tools follow policies and regulations.
June 26 -
Plus, the Future Proof demo drop returns, Shaping Wealth extends its behavioral finance access, and Broadridge lands a machine learning patent.
June 23 -
A new study finds nearly one-third of Generation Z and young millennials check portfolio balances daily, but clients of all ages are logging on more often.
June 22 -
CEO Jamie Dimon has called the AI initiative, which includes a vast hiring campaign, "critical to our company's future success."
June 21 -
The company's latest rollout furthers its onboarding focus at a time when transitioning legacy assets is crucial.
June 21 -
The co-author of the Robo Report explains why digital DIY options really shine when human advisors are part of the equation.
June 21 -
INVEST 2023 panelists and the latest SEC risk alert suggest the regulator will treat the rule much like one that has cost big Wall Street firms more than $2 billion in fines.
June 20 -
Plus, F2 Strategy makes an acquisition, iCapital has a new alts marketplace and OneVest follows funding raise with a move south.
June 16 -
For one expert, getting your piece of the $73 trillion wealth transfer pie will require a sound plan and a new attitude.
June 15 -
A top FINRA enforcement official warns that firms' internal compliance systems are not clued in to the often ambiguous meanings of the symbols now peppering many financial planners' communications.
June 15 -
SEC Chair Gary Gensler is worried about conflicts of interest in investment advice.
June 15 -
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Journey Strategic Wealth President Penny Phillips and other speakers at FP's INVEST conference challenged the industry to think big about its mission.
June 14 -
Financial advisors say they can help combat the flow of misguided and misleading recommendations by posting more frequently and establishing more of a social media presence.
June 13 -
The influence of new technology in financial advising can feel amorphous, but experts say clear shifts are happening in the industry.
June 13 -
Orion Chief Behavioral Officer Daniel Crosby and other experts explained the stakes and challenges facing advisory practices at FP's INVEST conference.
June 13 -
Two financial advisors and a financial technology entrepreneur explained how the usage of the tools disproves what is often seen as an either-or decision.
June 12 -
Redtail's switch to a per-user subscription fee system is set to affect half of all financial advisory firms using CRM software.
June 9 -
As financial professionals seek more ways to connect with their colleagues online, experts say the benefits of doing so are plentiful.
June 9
















