FinTech

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AI Already Pervasive In Financial Industry, Ernst & Young Says

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Almost all large financial firms are using artificial intelligence, according to a company survey.

Envestnet Explores Sale Of Data Aggregator Yodlee

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Raymond James analysts wrote in a November note to clients of “persistent deterioration in the Yodlee business."

Jackson Launches Tax-Deferred Calculator

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The calculator provides a comprehensive and tailored view of what an individual's plan looks like if it includes tax-deferred options.

Class Of 2024 Can't Land Jobs As Hiring In Tech, Finance Wanes

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After a pandemic hiring spree, companies in finance and consulting are cutting costs.

Blockchain-Backed Robo For Private Credit Launches

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Heron Financial is a robo-advisor focusing exclusively on private credit that is built on a blockchain.

SEC Questions RIAs About Artificial Intelligence

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The regulator wants to know how firms are using AI and if it creates conflicts of interest.

Bitcoin Is Earning Its Place In A Balanced Portfolio

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This redemption rally shows that it's safer to have a small allocation to the cryptocurrency than to ignore it.

Tech In 2024: Artificial Intelligence Isn't Done Transforming Yet

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A number of questions have emerged about how AI will affect financial services.

Picking The Right Advisor Tech For Your Clients

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Your clients' ages and wealth will impact the type of technology you use

The Year ChatGPT Changed Almost Everything

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ChatGPT's launch a year ago sparked a wave of investment, as well as anxiety over its potential dangers.

Investors Turning To Apps Over Websites, J.D. Power Finds

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Apps have become the primary tool investors use for their finances, including banking and investing.

How The Unexpected Poses The Biggest Cybersecurity Risks

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Cybercriminals can identify and exploit unexpected weaknesses in a company's cybersecurity.

Goldman Sachs Raided By Recruiters In Wall Street Fight For AI Talent

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The world's biggest banks have slowly begun experimenting more with artificial intelligence in recent months.

‘AI Blowback' Angst Grips ESG Investors Who Bet Big On Tech

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The potential dangers of enhanced AI are increasingly worrying investors.

Many Financial Firms Lack Skills To Use AI, Survey Shows

by FA Staff

AI is being adopted by many firms despite concerns about security, Paro.ai said.

New AI Tool Aims To Be The ChatGPT Of Finance

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RemAI was launched this week as an AI solution for the financial services industry.

Social Media Is Addictive But That's Not A Crime

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We (and our kids) spend more time on social media than we'd like. But not every problem can be fixed with a lawsuit.

Bank Of Hawaii's Broker-Dealer Adds Website Tools

by FA Staff

A partnership with Sorrento Pacific Financial will enable more bundled services for the bank's reps and clients.

Savant Tabs Pontera To Assist With Held-Away Assets

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Savant advisors will now be able to access and execute trades in clients' held-away assets.

How Cloud Can Help M&A Woes

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Cloud adoption demonstrates a firm's disciplined approach to aligning their business and technology strategies.

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