FinTech

[1]  1 2 3 4 5 6 7 8   [379]

A Firm's Next Hire Should Be AI, Fintech Exec Says

by

"It is going to change everything,” said Capitalogix CEO Howard Getson.

How Morgan Stanley Vaulted Ahead Of Competitors In The AI Chatbot Race

by

The firm's early investment in OpenAI has resulted in an exclusive deal to provide a version of ChatGPT for its advisors.

New Tool Delves Deeper Into Advisor Client Priorities

by

The Absolute Engagement Engine gathers information from clients whenever they have an interaction with their advisor.

RIAs Enjoy Opportunity As Schwab Absorbs TD's Custody Business

by

Schwab could finish uniting its RIA custody business with TD Ameritrade's by Labor Day.

Bill Gates Sees GPT's AI As Revolutionary Tech Breakthrough

by

Gates said he is inspired about the potential for AI to reduce some of the world's worst inequities.

FP Alpha Launches Insurance Analysis Tool

by

The tool lets planners analyze a client's overall insurance protection.

Many Advisors Poised To Adopt More Tech Solutions, Survey Says

by

Forty-seven percent of advisors said they will invest more into technology this year.

Advisors Will Be Held Accountable For Client Cybertheft, Mark Hurley Says

by FA Staff

Cybertheft is $10.5 billion business that is bigger than the global drug trade, said Digital Privacy & Protection CEO Mark Hurley.

Signature Bank Faced Criminal Probe Ahead Of Firm's Collapse

by , ,

Investigators were examining whether the New York bank took sufficient steps to detect money laundering.

FMG Unveils AI-Powered Social Media Caption Engine

by

This tool writes captions and content in an advisor's "voice" for social media using ChatGPT.

How ChatGPT Will Help Advisors Get Referrals

by

ChatGPT offers the ability to scale customized requests to hundreds of recipients.

Just 10% Of Wealth Managers Say They Have All The Tech They Need

by FA Staff

Yet most firms in a recent Orion survey do not plan to increase their technology spend in 2023.

BlackRock To Transfer Retail Robo-Advisor Clients To Ritholtz Wealth

by

FutureAdvisor was bought by BlackRock in 2015 and now manages about $1.8 billion in assets.

BetaNXT Buys Mediant With Backing Of PE Affiliates

by FA Staff

Mediant Communications is a New York City-based provider of investor communications technology.

Biden's Cyber Plan Would Hold Software Makers Responsible For Hacks

by

U.S. officials have publicly complained that tech companies have failed to sufficiently secure user accounts.

Can ChatGPT Replace Advisors?

by

Industry CEOs at FSI OneVoice said the new AI chatbot could give advisors a run for their money.

Wall Street's ChatGPT Nightmare Is Over Before It Starts As Banks Crack Down

by

Several big financial firms have compliance concerns over their employees' use of the ChatGPT AI tool.

Thomas Lee Was A Private Equity Pioneer Before Blackstone And Apollo

by , ,

Lee reportedly died in his office on Thursday of a self-inflicted gunshot wound.

JPMorgan Restricts Staff's Use Of AI-Powered ChatGPT Bot

by

The artificial intelligence software has become an internet phenomenon in recent months.

Why Direct Indexing Isn't Yet Taking Over The Investing Universe

by

The technology to unlock direct indexing's full potential is not yet in place, says MyVest CEO Anton Honikman.

[1]  1 2 3 4 5 6 7 8   [379]