by
Christopher C. Williams
The financial industry is still partly wary of AI technologies, according to recent research.
by
Allison Schrager
Financial professionals will use AI to invest and even communicate, but the human element will always be crucial.
by
Edward Hayes
The partnership has already forged a new vintage fund for ultra-wealthy clients.
by
Edward Hayes
The firm is moving clients to the iRebal platform acquired with the purchase of TD Ameritrade.
by
Jennifer Lea Reed
The further out the investment time horizon, the worse Google's Gemini chatbot did, researchers said.
by FA Staff
The BMO survey found the percentage jumped to 61% for Gen Zers.
by
Sonali Basak
Humans will still be overseeing a number of functions, including risk management, the company said.
by
Edward Hayes
A Northwestern Mutual survey found that views on artificial intelligence often vary by age group.
by
Justina Lee, Greg Ritchie
The bank launched a new range of thematic investment baskets that were made with the help of AI.
by
Tracey Longo
Robo-based RIAs wanting to register with the SEC can't see people in person anymore.
by
Lydia Beyoud
Companies from a range of industries have been advertising how they're harnessing AI to improve operations.
by
Tracey Longo
Sen. Ted Cruz called the SEC's proposal a "war on technology."
by
Sean Allocca
AI tools still seem to be an afterthought for many wealth managers.
by
Matthew Monks, Gillian Tan
Raymond James analysts wrote in a November note to clients of “persistent deterioration in the Yodlee business."
by
Tracey Longo
This latest lawsuit alleges the firm breached a Merrill Edge client's contract by not paying “reasonable” interest.
by
Edward Hayes
Heron Financial is a robo-advisor focusing exclusively on private credit that is built on a blockchain.
by
Tracey Longo
The regulator wants to know how firms are using AI and if it creates conflicts of interest.
