FinTech

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FMG Suite Acquires Compliant Text Provider MyRepChat

by FA Staff

MyRepChat holds a 0.5% market share among compliant social media archiving providers, according to Kitces.com.

What's Driving RIA Innovation?

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Wealthtech providers have a front seat to the adoption of new platforms and products.

How Generative AI Can Empower Women In Financial Services

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By harnessing unbiased AI tools, we can help women envision and achieve success.

Why Wealthtech M&A Is Rebounding After 2022 Slowdown

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The drive for more technology-led efficiencies to offset fee pressures will continue to be a catalyst in the sector.

SEC's Gensler Says Deepfakes Pose Real Risk To Financial Markets

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Gensler has also been sounding the alarm on AI's ability to spark a future financial meltdown.

Compound Merges With Alternativ Wealth

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The firms will combine their technology and wealth management services into one entity called Compound Planning.

13 Trade Groups Demand Withdrawal Of SEC's 'Fatally Flawed' Analytics Rule Proposal

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In a first, SEC wants to force "elimination" of conflicts, ensnaring even advisors' use of Excel spreadsheets, 13 trade groups said.

Workers More Fearful That AI Will Make Their Jobs Obsolete

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The share of workers who worry that technology will eliminate their jobs is growing, a new survey says.

The SEC Is About To Rock Your World

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The bar for cybersecurity compliance is about to get much higher.

Hamilton Lane Invests In Private Markets Passport Technology

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The asset manager has partnered with IDR to give clients better private market access.

X Plans To Collect Biometric Data, Job And School History

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Social media companies have long drawn criticism for the personal information they gather and how they use that data.

AI Is The Stock Market's 'New Growth Thing,' Citi's Chronert Says

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The excitement about artificial intelligence was a key pillar of the stock market's rally this year.

How To Improve Your Cyber Controls To Protect Client Assets

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Here are the steps that firms need to take to protect client assets from external threats.

Consumers Trust Human Advisors A Lot More Than AI, CFP Board Survey Finds

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Consumers are willing to explore AI advice as long as an advisor verifies it, according to the survey.

Bitcoin's Summer Of (Institutional) Love

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How wealth managers can help clients evaluate the maturing crypto investment landscape.

SEC Fines Fundrise $250K For Social Media Misstep

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The D.C. firm allegedly paid influencers $8M to solicit investors, SEC said.

Activist Advisor Recalls Jousting With Elon Musk, SEC Over Tweets

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Advisor Ross Gerber found that his successful social media activism had a downside.

Bitcoin Through Different, Foreign Lenses

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It would be wise to pay close attention to how the developing world is interacting with Bitcoin.

Stocks Are Pricey Even Without Magnificent Seven

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Excluding the tech heavyweights, the S&P 500's price-earnings ratio falls from 28 to 24, hardly a bargain.

Optimizing Personalization Across Advisors' Practices

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Delivering customized experiences and solutions is more critical than ever for serving current and future clients.

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