by
Jeff Koeneman
Overreliance on lists ignores advances in technology--especially AI.
by
Edward Hayes
LPL is partnering with Philadelphia-based Asset-Map to help advisors better engage with clients.
by
Jeran Wittenstein
There's little chance AI will live up to the hype, says Daron Acemoglu, who adds that money will be wasted.
by
Christopher C. Williams
The financial industry is still partly wary of AI technologies, according to recent research.
by
Edward Hayes
Advisors need to keep up with AI and other emerging technologies, researchers said.
by
Allison Schrager
Financial professionals will use AI to invest and even communicate, but the human element will always be crucial.
by FA Staff
The partnership allows advisors to use tax management solutions in model portfolios.
by
Edward Hayes
The study also found that advisors see high-net-worth clients as the key to success.
by
Edward Hayes
The partnership has already forged a new vintage fund for ultra-wealthy clients.
by
Mike Byrnes
HubSpot's CEO discusses the latest trends in AI, marketing, sales and service at INBOUND24.
by
Mohan Gurupackiam
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.
by
Justina Lee, Vildana Hajric
These chatbots will spit out the names of investments, emulating famed investors' personalities.
by
Jennifer Lea Reed
The further out the investment time horizon, the worse Google's Gemini chatbot did, researchers said.
by
Edward Hayes
The new capability was made possible through a partnership with fintech platform Flourish.
by
Tracy Alloway
AI lie detector startups say the tech could help employers screen workers or even help analysts parse earnings calls.
by
Paul Lofties, Catherine McBreen
The findings of a recent survey offer clues and lessons for how advisors can best use tech to reach out to clients.
by FA Staff
The tech firmalso acquired a partner and added to its Executive Advisory Council.
