Industry veteran Jon Patullo has spent more than two decades in the advisor technology space.
The advisor billing and compliance advisor platform promoted Kelsey Lewis to president.
The bank launched a new range of thematic investment baskets that were made with the help of AI.
There are things that AI will do better than humans can. Personalization, communication and empathy will all be enhanced.
Generative AI is a fast-moving megatrend that will transform the wealth management industry.
Simply adopting AI to stay ahead of the curve, without investing in data quality, can create nothing more than “smoke and mirrors.”
Mike Fanning retired from Mass Mutual Last May after 17 years with the company.
The partnership will allow CAPTRUST to consolidate its alternative products on one platform.
The move follows about $3 billion in fines imposed on financial firms over private messaging.
Outsourcing technology solutions requires a high level of due diligence, says Ncontracts CEO Michael Berman.
Rob Pettman will oversee growth strategies at the Boulder, Colo.-based technology incubator.
Monte Carlo analysis proves to be a vital tool for modern financial advisors seeking collaborative planning experiences.
The company also hired former LPL marketing and communication officer Heather Randolf Carter.
Artificial intelligence holds the promise of radically transforming financial services to better serve the unique challenges and needs of women.
Surge Ventures said its acquisition of Kovair Software will provide wealth managers with better data management solutions.
Even small allocations to a bitcoin portfolio can improve returns, say these asset management firms.
Mirador is a provider of investment data aggregation and financial reporting.
Algorithms using millions of inputs to judge costs and claims are a dream scenario for companies.
These questions can serve as valuable guidelines for discussions with AI vendors and internal teams alike.
Three strategists at FA's Invest In Women conference offered their take on the market's rising sectors.