FinTech

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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.

AI Will Supercharge Productivity. Will Workers Benefit?

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Unless changes are made, AI may also result in deeper financial and social inequality.

LPL Hires Advisor AI Specialist Away From Merrill Lynch

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In his previous roles, Vivek Pappu launched a suite of AI-infused advisor tools.

Bitcoin Unveiled: The Truth Behind The Misconceptions

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Are misconceptions twisting the perception of Bitcoin and causing many to miss out on a massive opportunity?

TARP: A Stock City With Lower Risk And Good Potential

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Smaller TARP companies have trouble getting investors' attention amid the loud buzz of big tech names.

Eric Clarke To Retire As Orion CEO

by FA Staff

Clarke will stay on with the firm until the end of the year, the company announced.

Tool Tests If Retirement Plans Can Survive Past Crises

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Income Lab has introduced software that shows how plans would fare during the worst financial disasters in history.

Stan Druckenmiller, David Tepper Lead Family Offices Betting On AI

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Duquesne Family Office added more than 208,000 shares of Nvidia during the first quarter.

Ric Edelman: Tech Could Wreck Annuity, Insurance Income

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Edelman said there are two demographic forces straining the wealth management industry: fewer advisors and more clients.

Microsoft Economist Warns Bad Actors Will Use AI To Cause Damage

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Artificial intelligence tools have come under increased scrutiny as their use exploded in recent months.

Wall Street Tells New High School Graduates To Pick Tech Career Over Finance

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Some 52% of surveyed professional investors said that technology is the way to go for high school students.

ChatGPT Can Decode Fed Speak, Predict Stock Moves From Headlines

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The AI chatbot was able to decipher whether Fed statements were hawkish or dovish.

How One Firm's Approach To AI Is Colored By Behavioral Finance

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Orion is experimenting with ChatGPT and AI applications that skew towards its overall behavioral finance approach.

JPMorgan Calls Managing Directors Into Office Five Days A Week

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Wall Street firms are rethinking their work-from-home rules as the pandemic recedes.

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