by FA Staff
Takeover rumors have swirled around Envestnet for several years.
by
Sonali Basak
Humans will still be overseeing a number of functions, including risk management, the company said.
by
Edward Hayes
A Northwestern Mutual survey found that views on artificial intelligence often vary by age group.
by
Aisha S Gani
About 54% of jobs across banking could very likely be automated, Citi said.
by
Hema Parmar
The fund will bet on and against AI hardware and semiconductor companies globally.
by
Edward Hayes
The firms want to integrate the tech offerings they've built and cut down on the multiple portals.
by
Edward Hayes
The insurer made the platform's offerings available to its B-D affiliate, MML Investors Services.
by
John J. Bowen Jr.
Dave Elder of Merit Financial Advisors is using AI to meaningfully improve his business processes.
by
Edward Hayes
The new bundle unifies the firm's managed accounts platform and manager selection, among other things.
by
Christopher C. Williams
The firm is deepening ties with BlackRock, Fidelity, Franklin Templeton and State Street.
by
Jennifer Lea Reed
Using tech effectively gives productive firms the boost they need to stay competitive, the research firm said.
by
Hannah Levitt
The investment bank sees the emerging technology as worth between $1 billion and $1.5 billion.
by FA Staff
Industry veteran Jon Patullo has spent more than two decades in the advisor technology space.
by FA Staff
The advisor billing and compliance advisor platform promoted Kelsey Lewis to president.
by
Justina Lee, Greg Ritchie
The bank launched a new range of thematic investment baskets that were made with the help of AI.
by
Edward Hayes
The expanded platform gives advisors more access to alt investments off the platform.
by
Edward Hayes
The two firms hope to make a more streamlined alternative investment experience for advisors.
by FA Staff
Mike Fanning retired from Mass Mutual Last May after 17 years with the company.
