by
Noah Feldman
The middle ground would be creating a new federal agency, like the SEC but staffed with experts on artificial intelligence.
by
Jack Sharry
It transforms financial planning from a static, singular event into a continuous conversation between client and advisor.
by
Susan Theder
This breakthrough artificial intelligence tech can be friendly to advisors when it's used correctly.
by
Karen DeMasters
AlphaTrAI uses artificial intelligence to create investment strategies for clients.
by
Ben Mattlin
The No. 1 measure of growth for RIAs is still AUM, and most still differentiate using investment management.
by
Augusta Saraiva
Goldman estimates that seven in 10 U.S. workers would see their jobs impacted by AI.
by
Jennifer Lea Reed
"It is going to change everything,” said Capitalogix CEO Howard Getson.
by
Jennifer Lea Reed
The firm's early investment in OpenAI has resulted in an exclusive deal to provide a version of ChatGPT for its advisors.
by
Edward Hayes
The Absolute Engagement Engine gathers information from clients whenever they have an interaction with their advisor.
by
Christopher Robbins
Schwab could finish uniting its RIA custody business with TD Ameritrade's by Labor Day.
by
Dina Bass
Gates said he is inspired about the potential for AI to reduce some of the world's worst inequities.
by
Edward Hayes
The tool lets planners analyze a client's overall insurance protection.
by
Edward Hayes
Forty-seven percent of advisors said they will invest more into technology this year.
by FA Staff
Cybertheft is $10.5 billion business that is bigger than the global drug trade, said Digital Privacy & Protection CEO Mark Hurley.
by
Edward Hayes
This tool writes captions and content in an advisor's "voice" for social media using ChatGPT.
by
David Friedman
ChatGPT offers the ability to scale customized requests to hundreds of recipients.
by FA Staff
Yet most firms in a recent Orion survey do not plan to increase their technology spend in 2023.
by
Edward Hayes
FutureAdvisor was bought by BlackRock in 2015 and now manages about $1.8 billion in assets.
by FA Staff
Mediant Communications is a New York City-based provider of investor communications technology.
