FinTech

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Employee Benefits Are Changing With The Workforce

by FA Staff

A new study says employees want more benefits for physical and mental well-being.

SEC Proposes Rules For Advisors Who Use AI To 'Nudge' Clients

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AI-based predictive analytics can create conflicts of interest, SEC Chairman Gary Gensler said.

Why AI Assisted Behavioral Finance Wins

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AI can enhance advisors' ability to address clients' behavioral needs and provide unparalleled personalized service.

Hamilton Lane, TIFIN To Launch Private Markets AI Assistant

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The tool is designed to provide advisors with a better understanding of private investments.

The Downside Of Custodian-Provided Software For RIAs

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These “free” tools often come with hidden costs, such as limited functionalities and lackluster support.

Why This Big Wealth Tech Abandoned A Familiar Brand

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Riskalyze has been renamed Nitrogen, a name the company says reflects its evolution into a growth-minded tech provider.

A Playbook To Understand Young Investors' Fears

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The Playbook team developed a platform and app that educate users on building wealth.

Tech-Led Stock Rally Is Missing Some Exuberance

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Bets on unprofitable companies are tamer than usual, signaling tempered zeal for equities.

New iCapital Platform Consolidates GP, Advisor Markets

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the iCapital Marketplace, which will serve as a one-stop shop for advisors and general partners to connect with each other.

AI Is Coming For Wealth Management. Here's What That Means

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Experts weigh in on how artificial intelligence will change the money business.

Research On Aging Is Moving At The Speed Of AI

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Much longer lives could present an even greater need for protected lifetime income.

Orion Platform Integrates Redtail Tech

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The company said its integration of Redtail Technology tools will offer additional benefits to its clients.

Remote Work Pay Cuts Send The Wrong Message

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Studies have shown remote workers to be more productive and satisfied, according to Sarah Green Carmichael.

J.P Morgan, Clearwater Partner To Streamline User Experience

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The partnership allows advisors to move seamlessly between SMA and money market transactions on a single screen.

The Poverty of AI Pessimism

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Pioneers in artificial intelligence have spoken up about the dangers that the technology poses to economic stability.

Financial Firms Should Prepare For A 'Good Run,' Andrew Saperstein Says

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Despite the threat of a recession, economic factors are looking up for the financial industry, he said.

Fintech Leader Jay Shah Named CEO Of Edelman Financial Engines

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Shah, formerly of Personal Capital, replaces Larry Raffone, who will become chairman of the board.

Fidelity Launches Advisor Communications Platform

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Finteract is available to advisors and staff outside Fidelity.

Young Investors Diving Into Crypto Investments, Report Says

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A new study says more than half of young adults are investing, with crypto assets one of their prized targets.

Wall Street Braces For Big Changes Over The Next Five Years

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AI is going to descend upon the financial services sector "and never leave," according to one analyst.

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