FinTech

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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.

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.

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