FinTech

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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.

Ask Not When, But How AI Will Change Wealth Management

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Wealth management firms need to think critically about why AI may or may not work for their industry.

Sam Bankman-Fried Won't Be The Last Crypto Mogul Behind Bars

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The culture surrounding Bitcoin and other forms of digital money remains toxic.

Asset Manager Websites Failing To Engage Advisors, Says Study

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J.D. Power says a bad site can send advisors elsewhere.

If You Hate Your Compliance Officer, Wait Until You Meet The CISO

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Finding a chief information security officer will be challenging and expensive.

More Investors Acting On Social Media Financial Tips, TD Wealth Says

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Any information gained on networks like TikTok or X (formerly Twitter) should be vetted by a financial professional, a TD Wealth executive said.

Talking Bots

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How will AI be used by advisors? And how can they do it ethically?

Orion Streamlines Trading Process For Advisors

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Orion users can now trade directly from Portfolio View, Orion's traditional advisor portal.

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