FinTech

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The Aliens Have Landed, And We Created Them

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We are fast approaching a fatal conjuncture, in which we create an AI more intelligent than us, according to one technologist.

Regulating AI Will Be Essential. And Complicated

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The middle ground would be creating a new federal agency, like the SEC but staffed with experts on artificial intelligence.

Wells Fargo Clears The Planning Cobwebs With Disruptive Tool

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It transforms financial planning from a static, singular event into a continuous conversation between client and advisor.

5 Tips To Get Started With ChatGPT In Your Marketing

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This breakthrough artificial intelligence tech can be friendly to advisors when it's used correctly.

AI-Driven Investment Firm Adds To Executive Team

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AlphaTrAI uses artificial intelligence to create investment strategies for clients.

Growth Makes Operations More Complex, Say 75% Of RIAs In New Schwab Survey

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The No. 1 measure of growth for RIAs is still AUM, and most still differentiate using investment management.

Goldman Says AI Will Spur U.S. Productivity Jump, Global Growth

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Goldman estimates that seven in 10 U.S. workers would see their jobs impacted by AI.

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

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

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

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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

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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

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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

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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

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

Many Advisors Poised To Adopt More Tech Solutions, Survey Says

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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

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

FMG Unveils AI-Powered Social Media Caption Engine

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

How ChatGPT Will Help Advisors Get Referrals

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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

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

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