Artificial Intelligence
Get the latest news and insights on artificial intelligence (AI), machine learning (ML) and natural language processing (NLP), and how these developments impact financial advisors, the wealth management industry and more.
October 06, 2022
Pershing X Teams With Startup to Boost Financial Planning Efficiency: Tech RoundupAlso, Dynasty has teamed with digital platform Allocate to give RIAs access to venture capital investments.
October 06, 2022
3 Steps to Speed Up Your Client Response TimeClients used to expect a response within 24 hours, but that window has shortened dramatically.
September 15, 2022
UBS Backs Ethic Asset Management Platform: Tech RoundupAlso, Hearsay Systems is adding new functionality to help advisors comply with the SEC's new Marketing Rule.
September 15, 2022
Fidelity, Schwab Among Backers of New Crypto ExchangeEDX Markets will start limited trading of spot, crypto tokens in November, with an official launch set for January.
August 25, 2022
LUMINARIES 2022 Finalists: Thought Leadership — FirmsThese 40 industry players have demonstrated excellence through innovative insights, practices and research.
August 16, 2022
SEC Charges 18 in Scheme Tied to Hacked Brokerage AccountsOver 31 online retail brokerage accounts were hacked and improperly used to buy certain stocks and manipulate prices, trading volume.
August 12, 2022
Bento Engine President, Former J.P. Morgan Exec Dies at 62Greg Quental passed away "suddenly this past Saturday … in Connecticut of natural causes," said the fintech firm's CEO Philipp Hecker.
August 10, 2022
Web-Based Life, Health and Annuity Distributor Raises $15MModern Life plans to go beyond plain term life vanilla.
August 01, 2022
The Next Fintech Movement Coming to the U.S.Canadian fintechs are taking a cue from Pamela Anderson and Justin Bieber and expanding southward.
August 01, 2022
Schwab Launching Its First Crypto-Related ETFThe ETF aims to offer exposure to companies that can benefit from crypto-related business activities.