FinTech

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Why Advisors Should Consider Embracing AI

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There are things that AI will do better than humans can. Personalization, communication and empathy will all be enhanced.

It's Time To Prepare For When, Not If, AI Replaces Advisors

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Generative AI is a fast-moving megatrend that will transform the wealth management industry.

The Right Way To Incorporate AI

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Simply adopting AI to stay ahead of the curve, without investing in data quality, can create nothing more than “smoke and mirrors.”

Ex-Mass Mutual U.S. Head To Lead Advisor360

by FA Staff

Mike Fanning retired from Mass Mutual Last May after 17 years with the company.

CAPTRUST Chooses CAIS To Centralize Alts Investments

by FA Staff

The partnership will allow CAPTRUST to consolidate its alternative products on one platform.

SEC Targets Its Own Staff's Texting, Nixes WhatsApp On Work Phones

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The move follows about $3 billion in fines imposed on financial firms over private messaging.

Advisors Need To Be Careful When Using Fintech Vendors, Exec Says

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Outsourcing technology solutions requires a high level of due diligence, says Ncontracts CEO Michael Berman.

Longtime LPL Exec Joins TIFIN As President, Chief Revenue Officer

by FA Staff

Rob Pettman will oversee growth strategies at the Boulder, Colo.-based technology incubator.

Monte Carlo's Role In Collaborative Planning And Volatility

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Monte Carlo analysis proves to be a vital tool for modern financial advisors seeking collaborative planning experiences.

Dani Fava Joins Carson Group As Chief Strategy Officer

by FA Staff

The company also hired former LPL marketing and communication officer Heather Randolf Carter.

Venture Capital Firm Buys Software Firm, Launches Wealth Management Platform

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Surge Ventures said its acquisition of Kovair Software will provide wealth managers with better data management solutions.

AI And The Future Of Women's Retirement Planning

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Artificial intelligence holds the promise of radically transforming financial services to better serve the unique challenges and needs of women.

How Bitcoin ETFs Boost Risk-Adjusted Returns

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Even small allocations to a bitcoin portfolio can improve returns, say these asset management firms.

iCapital To Buy Mirador To Bolster Global Tech Platform

by FA Staff

Mirador is a provider of investment data aggregation and financial reporting.

AI Setting Insurance Premiums Could Be Great--Or A Disaster

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Algorithms using millions of inputs to judge costs and claims are a dream scenario for companies.

Five Key Questions For Ensuring Responsible AI In Financial Services

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These questions can serve as valuable guidelines for discussions with AI vendors and internal teams alike.

Alts, Small Caps And AI Called Leading Investment Trends By Strategists

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Three strategists at FA's Invest In Women conference offered their take on the market's rising sectors.

SEC Fines 2 RIAs $400K Over False Boasts About AI Capabilities

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Delphia (USA) and Global Predictions agreed to pay $400,000 in penalties for the false claims, the agency said.

Tech Stocks Left Out Of Rally Ease Fears A Bubble Is Building

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Money-losing tech companies that surged in 2020 fall this year.

How Bitcoin ETFs Boost Risk-Adjusted Returns

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Even small allocations to a bitcoin portfolio can improve returns, say these asset management firms.

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