Overreliance on lists ignores advances in technology--especially AI.
Here's a look at some of the ways today's affluent clients view fintech.
LPL is partnering with Philadelphia-based Asset-Map to help advisors better engage with clients.
There's little chance AI will live up to the hype, says Daron Acemoglu, who adds that money will be wasted.
The financial industry is still partly wary of AI technologies, according to recent research.
Advisors need to keep up with AI and other emerging technologies, researchers said.
Financial professionals will use AI to invest and even communicate, but the human element will always be crucial.
The partnership allows advisors to use tax management solutions in model portfolios.
The study also found that advisors see high-net-worth clients as the key to success.
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The partnership has already forged a new vintage fund for ultra-wealthy clients.
HubSpot's CEO discusses the latest trends in AI, marketing, sales and service at INBOUND24.
The more effectively wealth managers can adapt to rapid change and incorporate new tools into their offerings, the more they will be able to thrive in a hyper-personalized and AI-driven world.
These chatbots will spit out the names of investments, emulating famed investors' personalities.
The further out the investment time horizon, the worse Google's Gemini chatbot did, researchers said.
The fintech says it is looking to focus on organic growth.
The new capability was made possible through a partnership with fintech platform Flourish.
AI lie detector startups say the tech could help employers screen workers or even help analysts parse earnings calls.
The findings of a recent survey offer clues and lessons for how advisors can best use tech to reach out to clients.
The tech firmalso acquired a partner and added to its Executive Advisory Council.