Technology
Technology
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Plus, leadership changes at Riskalyze and a new strategic partnership for TIFIN Wealth
July 28 -
Alongside other firms recently disclosing major regulatory cases, the Swiss bank is cooperating with an investigation by the SEC and CFTC.
July 26 -
CogniCor will deliver AI-enabled solutions via Schwab's Provider Listings program, and an Ohio RIA is the first to get in on the new arrangement.
July 25 -
The Onyx Digital Assets unit is the largest blockchain and digital asset team at a U.S. bank, and a window into what other large banks are likely to do in the future.
July 25 -
The path to artificial intelligence implementation can be costly and arduous. Are financial leaders reaping the benefits?
July 25 -
Plus, two leading technology management and cybersecurity firms join forces, and a fintech focused on the elderly rolls out new tools for advisors.
July 21 -
For fans of the blockchain-encrypted artwork, there are signs to look for – and to avoid – when buying this asset.
July 21 -
How might the metaverse change wealth management? Who knows. But the veteran consultant and digital transformation expert has some big ideas.
July 20 -
A new breed of people is undoubtedly emerging and exploiting modern technology in ways that defy our most basic assumptions about the relationship between work and physical place.
July 20 -
The number of advisors in the bank’s wealth management business hasn’t grown since 2020. But that didn’t stop the firm from banking a few new records.
July 18 -
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As online dating grew during the pandemic, Americans lost over $2.3 billion to romance scams over the past five years.
July 15 -
Plus, CFOs are feeling the pressure to automate and iCapital goes international.
July 14 -
Companies with diverse leadership are getting mere pieces of the VC pie. Here’s why changing that is good for everyone.
July 11 -
Plus, a new retirement tool from Income Lab and a fresh Envestnet deal.
July 8 -
By taking the manual labor out of data management and upkeep, experts can reach new clients and better serve their existing ones.
July 7 -
Through monitoring, family communication and education, Carefull wants to support those managing the finances of aging loved ones.
July 7 -
Advisory firms are particularly vulnerable to data breaches, according to a recent Arizent survey, and proposed SEC rules mean they may no longer be able to react to cyberattacks with impunity.
July 7 -
While some social media and game-like aspects of trading have negative connotations, they can be responsible tools for attracting the trillions millennials and Gen Z-ers are inheriting.
July 5 -
A new Accenture study shows more than 80% of advisors believe AI will soon have a “direct, measurable and consistent impact” on client-advisor relationships.
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