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.
Financial Firms Eye Up Instagram, YouTube; Compliance Pros Remain Wary
By Michael S. FischerSocial media poses a reputational risk to firms as it explodes in volume and complexity, according to Hearsay Systems.
September 29, 2021
Investors Racing Ever Faster to Tech, but They Still Crave Human Advice: SchwabAmid widespread use of financial technology, both new and seasoned investors say they will turn to an advisor in times of uncertainty.
September 16, 2021
RIA in a Box Launches Virtual Desktop, Compliance Dashboard for RIAs: Tech RoundupAlso, Wells Fargo turns to Google and Microsoft for its new digital infrastructure strategy.
September 02, 2021
Snappy Kraken Delays JOLT Conference: Tech RoundupMeanwhile, the UBS Investment Bank has given new funding to the Lynk AI-driven platform.
August 09, 2021
LPL Testing Paraplanning, Other Advisor ProgramsThe firm is learning from innovators such as Peloton and Amazon to offer its advisors more digitally based services.
July 29, 2021
RBC Wealth Selects Broadridge Platform: Tech RoundupTwo fintech executives also join Dynasty Financial Partners.
July 15, 2021
Envestnet, Dynasty Report Strong Demand for ASx Platform: Tech RoundupAlso, AltsAxis launched an alternative investment platform and social network.
July 08, 2021
Broadridge to Offer Hyper-Personalization Tools for Advisors: Tech RoundupAlso, Sterling Trustees joins the Envestnet Trust Services Exchange to provide trust administration services to RIAs and BDs.