FinTech

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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.

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.

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