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.
3 Steps to Speed Up Your Client Response Time
By Angie HerbersClients used to expect a response within 24 hours, but that window has shortened dramatically.
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.
July 28, 2022
SEC's Gensler Steps Up Push to Get Crypto Exchanges to RegisterHe has asked agency staff to work with digital-asset exchanges so that they are "regulated much like securities exchanges."