The acquisition of the Giving Place will enable TIFIN to expand donors resources, TIFIN said.
AI tools still seem to be an afterthought for many wealth managers.
The bank is accused of failing to sufficiently protect customers from fraudsters.
The AI-powered tools handle a variety of administrative tasks for wealth managers.
Four in 10 financial professionals now use tax planning software, according to research by T3 and Bob Veres.
By embracing AI ethically, we can strike a balance between innovation and responsibility.
Under the new rules, public companies have to report on the impact of a material hack.
Employees have new options this year under the Secure 2.0 Act.
The new platform is being rolled out in partnership with Summit Wealth.
Chairman James L. Fox will serve as interim CEO starting April 1, the company said.
As market and economic volatility continues, digital solutions should take center stage.
Digital transformation requires a change in mindset, not just a change in technology.
Almost all large financial firms are using artificial intelligence, according to a company survey.
Raymond James analysts wrote in a November note to clients of “persistent deterioration in the Yodlee business."
This latest lawsuit alleges the firm breached a Merrill Edge client's contract by not paying “reasonable” interest.
The calculator provides a comprehensive and tailored view of what an individual's plan looks like if it includes tax-deferred options.
To earn the “Amazon” moniker, firms need to integrate all of the functions of a comprehensive advice platform.
Heron Financial is a robo-advisor focusing exclusively on private credit that is built on a blockchain.
The regulator wants to know how firms are using AI and if it creates conflicts of interest.
Advisors can use behavioral finance to help clients capture higher returns on their investments.