FinTech

1 2 3 4 5 6 7 8   [385]

Investors Expecting More From Digital Services: J.D. Power

by

Investors want help and easy navigation from digital tools. But data insecurity is a deal-breaker.

Good Tech, Happy Advisors

by

An study finds that bad tech can prompt advisors to leave their firms.

Asness' AI Twin Heralds End Of Human Fund Managers

by

The AQR Capital co-founder says artificial intelligence is coming for his job.

New Choreo Product Offers Tax-Aware Portfolio Management

by FA Staff

Choreo Tax Advantage was developed by the Chicago RIA with software company Smartleaf.

How To Future-Proof Your Firm

by

You need the right tech stack and service model for the industry's coming changes.

AssetMark Partners With TIFIN On AI Tools, Model Portfolios

by

The firm said there's been demand from customers for "individualized" investment services.

TrendSpider Offers Advisors AI-Generated Financial Models

by

AI Strategy Lab will allow advisors to create AI-powered model investing strategies.

LPL Tool Set Helps Advisors Better Incorporate AI

by

The firm has curated a series of AI-powered tools to save advisors time on due diligence and media.

Applying AI To Muni Research

by ,

The future is looking bright for muni investors.

iCapital Acquires AI-Powered Alternatives Information Gatherer AltExchange

by

The firm continues to seek ways to help advisors increase their efficiency through AI.

Advyzon To Roll Out Tool For Advisors To Ultra-Wealthy, Family Offices

by

The tool, called Auria, will combine portfolio management, performance reporting and CRM tools.

The Bitcoin Bubble Isn't All About Trump

by

Cryptocurrencies would be having a good week no matter who was elected, since they rise and fall with the market--but that means they're not a good hedge against the economy collapsing.

Envestnet Provides Advisors Access To Direct-Indexing Tool

by

The Canvas custom indexing platform allows advisors to build their own direct indexing portfolios.

Advisors Becoming More Comfortable with AI: eMoney Study

by

Seventy-two percent of surveyed advisors said AI represents a business opportunity.

Stop Guessing, Start Scaling: The Proven Formula For Predictable Firm Growth

by

The firms that start integrating data, tech and AI are the ones that will advance far ahead of their competition.

More Collaboration Means More Referrals

by

An eMoney study found that clients want to be more involved in their own financial plans.

JPMorgan Says AI Power Demand Is Straining U.S. Water Supplies

by

Large data centers can use as much as 5 million gallons of water daily.

EMoney Unveils New Advisor Tools For 2025

by

The new products include a client portal and a financial planning analysis tool.

RavenPack Launches AI Research Tool For Financial Professionals

by

Bigdata.com has an archive of 8,000 curated web sources, the company said.

Three Disruptive Trends, One Tactic For Future-Proofing Your Firm

by

With the right tech stack and structured service model, advisory firms can deliver highly specialized services while optimizing efficiency and economics.

1 2 3 4 5 6 7 8   [385]