FinTech

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Why President Trump Needs To Prioritize Digital Asset Securities Alongside Crypto

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By embracing digital markets, President Trump stands to cement America's financial leadership for the next century.

The Future Of AI And Lead Generation In Niche Markets

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Here are three distinct ways the new era of technology can enable advisors to streamline their prospecting and lead gen efforts.

The Crisis In Western AI Is Real

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The challenges of AI R&D and China's rise require a forceful, serious response.

Modernize Your SEO: 3 AI-Powered Steps For Financial Advisors To Stand Out

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AI tools make SEO best practices more accessible than ever, giving financial advisors access to pro-level technology and insights

What Advisors Should Know About Crypto Self-Custody

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In 2025, financial advisors could have a critical role in helping clients navigate billions in repayment from FTX.

Trump Media Launches Fintech Brand Truth.Fi For Crypto, ETFs

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The new offering will develop separately managed accounts, ETFs and bitcoin in partnership with Charles Schwab Corp.

Nvidia's $465 Billion DeepSeek Rout Is Largest In Market History

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DeepSeek's low-cost approach reignited concerns that big U.S. companies have poured too much money into AI.

Edward Jones To Invest In Advisor Technologies

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Edward Jones Ventures will invest in technologies that address the needs of advisors and their clients.

Envestnet Taps Former UKG Chief Chris Todd As CEO

by FA Staff

The former UKG CEO is expected to drive technological innovation, Envestnet said.

Advisor360° Acquires Tech Firm Parrot AI

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Parrot AI's software allows advisors to record, transcribe, and summarize meetings.

FP Alpha Offers Tax Planning As Stand-Alone Product

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The company hopes to bring "advanced planning" techniques to everyday clients, CEO Andrew Altfest said.

Where Are The Best AI Investing Opportunities

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The AI revolution presents opportunities to capitalize on long-term growth and actionable strategies to make money today.

CFPB Seeks To Strengthen Consumer Safeguards On Digital Payments

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The bureau is asking for public input on how to guard against fraud with such payments.

Wall Street Job Losses May Top 200,000 As AI Replaces Roles

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Chief information and technology officers expect a net 3% of their workforce to be cut, a new survey says.

The End Of Traditional Wealth Management As We Know It?

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Collaborative AI and tax data are reshaping the industry.

Wall Street Needs To Prepare For An AI Winter

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The progress of artificial-intelligence development seems almost certain to slow in 2025.

The New AI Stock Pickers Are Destined To Disappoint

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Bots may invent better ways to beat the market, but they won't necessarily benefit investors.

Investors Expecting More From Digital Services: J.D. Power

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Investors want help and easy navigation from digital tools. But data insecurity is a deal-breaker.

Good Tech, Happy Advisors

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An study finds that bad tech can prompt advisors to leave their firms.

Asness' AI Twin Heralds End Of Human Fund Managers

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The AQR Capital co-founder says artificial intelligence is coming for his job.

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