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.
by
Nick Graham
A number of questions have emerged about how AI will affect financial services.
by FA Staff
AI is being adopted by many firms despite concerns about security, Paro.ai said.
by
Ben Mattlin
The popular simulation has its pros and cons, experts say.
by
Tracey Longo
In a first, SEC wants to force "elimination" of conflicts, ensnaring even advisors' use of Excel spreadsheets, 13 trade groups said.
by
Jo Constantz
The share of workers who worry that technology will eliminate their jobs is growing, a new survey says.
by
Jennifer Lea Reed
Consumers are willing to explore AI advice as long as an advisor verifies it, according to the survey.
by
Tracey Longo
AI-based predictive analytics can create conflicts of interest, SEC Chairman Gary Gensler said.
by
Christopher Robbins
Here's how advisors are already diving into the new generation of generative artificial intelligence applications.
by
Tracey Longo
Merrill Lynch and UBS robo-advisors received “below average” grades from the research firm.
by
Eric Rasmussen
The agency said the robo's errors caused clients to lose $4 million in potential tax savings.
by
Jacqueline Sergeant
Shah, formerly of Personal Capital, replaces Larry Raffone, who will become chairman of the board.
by
Bryce Baschuk
Artificial intelligence tools have come under increased scrutiny as their use exploded in recent months.
by
Eric Rasmussen
The agency said the robo's errors caused clients to lose $4 million in potential tax savings.
by
Jennifer Lea Reed
The firm's early investment in OpenAI has resulted in an exclusive deal to provide a version of ChatGPT for its advisors.
by FA Staff
Yet most firms in a recent Orion survey do not plan to increase their technology spend in 2023.
by
Edward Hayes
FutureAdvisor was bought by BlackRock in 2015 and now manages about $1.8 billion in assets.
