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.
by
Tracey Longo
Industry CEOs at FSI OneVoice said the new AI chatbot could give advisors a run for their money.
by
William Shaw
The artificial intelligence software has become an internet phenomenon in recent months.
by
Nate Lanxon
Surveyed financial workers didn't view their own jobs as being at risk by AI any time soon.
by
Christopher Robbins
Back office help is the least it can do. Now technology wants to help advisors become better at the people part of planning.
by
Tracey Longo
Industry CEOs at FSI OneVoice said the new AI chatbot could give advisors a run for their money.
by
Edward Hayes
The firm is sending a total of $52 million to its eligible clients.
by
Katie Greifeld
Wall Street has been pouring billions of dollars into direct indexing.
by
Christopher Robbins
More mergers means there's going to be more clashes between advisors' favorite tech stacks.
by
Jennifer Lea Reed
As more providers enter the field, advisors and clients benefit.
by
Lincoln Ross
Technology creates a unique opportunity for wealth managers to deliver a higher level of service to investors.
by
Steve Gresham
There's a long road from invention to commercial success.
by
Edward Hayes
Morgan Stanley is moving all its robo-advisor business to its E*Trade operations.
