FinTech

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A Master Class In FinTech Innovation

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Two fintech leaders discuss the dynamics of innovation.

Stock Markets Are Driving A New American Century

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The U.S.'s growing financial dominance may be making up for its declining influence in other realms.

Nearly Half Of Advisors Say They Want To Use AI, Survey Says

by FA Staff

Advisors say the technology could be useful for client communications and marketing.

SEC's Gensler Warns Public Companies Against Overblown AI Claims

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Companies from a range of industries have been advertising how they're harnessing AI to improve operations.

Luma And Yieldstreet Expand Alts Partnership

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Yieldstreet will help Luma advisors expand their alternative investment options for clients.

Alternative Investments Seeing Dislocation, Opportunity, J.P. Morgan Says

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The firm is excited about office real estate, AI and life sciences.

GOP Senate Bill Seeks To Block SEC Rules On Advisor AI Use

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Sen. Ted Cruz called the SEC's proposal a "war on technology."

Vanguard Quietly Embraces AI In $13 Billion Of Quant Stock Funds

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The company has been an early adopter of artificial intelligence across several active stock funds.

Artificial Intelligence Vs. Human Stupidity

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There is much hope--and hype--about what AI could do for productivity and economic growth in the future.

TIFIN Acquires Charitable Tech Platform

by FA Staff

The acquisition of the Giving Place will enable TIFIN to expand donors resources, TIFIN said.

Morningstar Partners With iCapital For Alternatives

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Advisors will more easily be able to weave alts into client portfolios using the beefed up platform.

Financial Advisors Still Cautious About AI Tools

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AI tools still seem to be an afterthought for many wealth managers.

Larry Roth To Head New Realta Wealth Advisory Board

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Roth is a managing partner at RLR Strategic Partners in New York City.

CogniCor, Microsoft Launch Digital Assistants For Advisors

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The AI-powered tools handle a variety of administrative tasks for wealth managers.

Advisors Flock To Next-Gen Tax Planning Tech, T3 Survey Says

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Four in 10 financial professionals now use tax planning software, according to research by T3 and Bob Veres.

TIFIN Launches AI Advisor Support Company

by FA Staff

The new firm uses AI to help wealth management firms grow.

Navigating The Ethical Landscape Of AI

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By embracing AI ethically, we can strike a balance between innovation and responsibility.

Brighton Jones Rolls Out New Data Management System For Advisors

by FA Staff

The new platform is being rolled out in partnership with Summit Wealth.

The Crucial Role Of Digital Platforms For Financial Advisors

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As market and economic volatility continues, digital solutions should take center stage.

Achieving Digital Transformation

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Digital transformation requires a change in mindset, not just a change in technology.

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