FinTech

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Why Advisors Should Stop Buying Prospect Lists And Adopt AI

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Overreliance on lists ignores advances in technology--especially AI.

Sponsored Content: Is Your Tech House In Order?

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Here's a look at some of the ways today's affluent clients view fintech.

LPL Partnership Will Let Advisors Show Clients Finances Through Visual Map

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LPL is partnering with Philadelphia-based Asset-Map to help advisors better engage with clients.

AI Can Only Do 5% Of Jobs, Says MIT Economist Who Fears Crash

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There's little chance AI will live up to the hype, says Daron Acemoglu, who adds that money will be wasted.

Advisors, Asset Managers Embrace AI With Reservations, Surveys Say

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The financial industry is still partly wary of AI technologies, according to recent research.

Young Investors Want Advisors With AI Proficiency, Survey Says

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Advisors need to keep up with AI and other emerging technologies, researchers said.

The Future For Financial Advisors Is On An App

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Financial professionals will use AI to invest and even communicate, but the human element will always be crucial.

Vestmark, BlackRock Partner To Improve Model Portfolios

by FA Staff

The partnership allows advisors to use tax management solutions in model portfolios.

Advisors Becoming More Comfortable With AI, Orion Finds

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The study also found that advisors see high-net-worth clients as the key to success.

Sponsored Content: Harness Your Online Presence

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Your online content needs to look great and convey your expertise.

Conway, Opto Partner To Offer Private Vintage Funds To Clients

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The partnership has already forged a new vintage fund for ultra-wealthy clients.

How To Use AI To Spur Business Growth

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HubSpot's CEO discusses the latest trends in AI, marketing, sales and service at INBOUND24.

Financial Advisors Need To Be Nimble Amid The Shifting Tides Of Emerging Technology

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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.

New Chatbot ETF Promises To Mimic Warren Buffett, David Tepper

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These chatbots will spit out the names of investments, emulating famed investors' personalities.

AI Chatbot Not Good At Picking Stocks, Study Finds

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The further out the investment time horizon, the worse Google's Gemini chatbot did, researchers said.

Orion Names CFO, Plans Further C-Suite Additions

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The fintech says it is looking to focus on organic growth.

eMoney Launches Advisor Cash Management Optimization Tool

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The new capability was made possible through a partnership with fintech platform Flourish.

AI-Powered Lie Detectors Can Help Tell If You're Lying On A Zoom Call

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AI lie detector startups say the tech could help employers screen workers or even help analysts parse earnings calls.

Sponsored Content: The Crucial Role Of Technology-Enhanced Client Communication

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The findings of a recent survey offer clues and lessons for how advisors can best use tech to reach out to clients.

AlphaTrAI Boosts Executive Roster

by FA Staff

The tech firmalso acquired a partner and added to its Executive Advisory Council.

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