FinTech

[1]  1 2 3 4 5 6 7 8   [148]

Bank Of Hawaii's Broker-Dealer Adds Website Tools

by FA Staff

A partnership with Sorrento Pacific Financial will enable more bundled services for the bank's reps and clients.

Why AI Won't Replace Human Financial Advisors

by

History has repeatedly proven that people want to interact with a human professional to manage their finances

Savant Tabs Pontera To Assist With Held-Away Assets

by

Savant advisors will now be able to access and execute trades in clients' held-away assets.

How Cloud Can Help M&A Woes

by

Cloud adoption demonstrates a firm's disciplined approach to aligning their business and technology strategies.

Ask Not When, But How AI Will Change Wealth Management

by

Wealth management firms need to think critically about why AI may or may not work for their industry.

Sam Bankman-Fried Won't Be The Last Crypto Mogul Behind Bars

by

The culture surrounding Bitcoin and other forms of digital money remains toxic.

The Tech Gold Rush Is Over. Where's The Next One?

by

Ambitious young people in search of their fortune are looking for a new industry.

Asset Manager Websites Failing To Engage Advisors, Says Study

by

J.D. Power says a bad site can send advisors elsewhere.

If You Hate Your Compliance Officer, Wait Until You Meet The CISO

by ,

Finding a chief information security officer will be challenging and expensive.

Talking Bots

by

How will AI be used by advisors? And how can they do it ethically?

More Investors Acting On Social Media Financial Tips, TD Wealth Says

by

Any information gained on networks like TikTok or X (formerly Twitter) should be vetted by a financial professional, a TD Wealth executive said.

Orion Streamlines Trading Process For Advisors

by

Orion users can now trade directly from Portfolio View, Orion's traditional advisor portal.

Schwab Lays Off Up To 2,000 Employees, Reports Say

by

The company signaled its intention to eliminate jobs in an SEC filing this past summer.

Quantum Computing Could Transform Securities Industry, Finra Says

by

The regulator also warned that the powerful computing technology could be used as a tool by hackers.

Half Of Firms Have AI In The Works, Survey Says

by FA Staff

Most wealth management firms see AI as inevitably changing the way money will be managed.

The Tale Of Two Executive Roles In Cybersecurity Compliance

by

Compliance and IT departments must work together, given the complexity of emerging technologies.

How Small Business Can Insure Against Cyberattacks

by

The new threats could require novel insurance methods.

Savvy Nabs $80M AUM South Florida Advisor From LPL

by FA Staff

Michael Most specializes in serving corporate executives, business owners and the mass affluent.

Financial Industry Groups Oppose SEC's AI Conflicts Proposal

by

The Investment Company Institute said the rules would take the industry back to the "Stone Age."

JPMorgan's Dimon Predicts AI Will Lead To 3.5-Day Workweek

by ,

He also warned that the technology can be used by "bad people to do bad things.”

[1]  1 2 3 4 5 6 7 8   [148]