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.
by
Edward Hayes
Clients only care about how new technologies will solve their problems, executives said.
by
Karen DeMasters
Advisors must learn how to explain the new asset class to clients, he said.
by
Justina Lee
AI chatbots are being increasingly integrated into day-to-day investment research activities.
by
Nir Kaissar
It's time to revamp a once-reliable gauge of stock returns that just couldn't cope with Big Tech.
by
Edward Hayes
The new bundles are designed for smaller firms and include offerings like Fidelity's Wealthscape and eMoney.
by
Joshua Belfiore
Using technology to collaborate with clients when and where they prefer can help advisors build productive relationships across generations.
by FA Staff
The BMO survey found the percentage jumped to 61% for Gen Zers.
by
Christopher C. Williams
The payoff from $1 trillion in AI capital expenditures could be limited, an MIT professor told Goldman clients.
by
Karen DeMasters
Docupace develops back-office software for the wealth management industry.
by
Edward Hayes
The new partnership is meant to get ahead of future regulations that might affect client communications.
by
Francesca Maglione
Online influencers are shaping young people's financial behavior as a great wealth transfer looms.
by
Katie Roof
Human Interest saw a market opportunity for small businesses to offer 401(k) plans as an employment benefit.
by
Matthew Monks, Ryan Gould
BlackRock, Fidelity, Franklin Templeton and State Street have all agreed to invest in the transaction.
