Mediant Communications is a New York City-based provider of investor communications technology.
U.S. officials have publicly complained that tech companies have failed to sufficiently secure user accounts.
Industry CEOs at FSI OneVoice said the new AI chatbot could give advisors a run for their money.
Several big financial firms have compliance concerns over their employees' use of the ChatGPT AI tool.
Lee reportedly died in his office on Thursday of a self-inflicted gunshot wound.
The artificial intelligence software has become an internet phenomenon in recent months.
The technology to unlock direct indexing's full potential is not yet in place, says MyVest CEO Anton Honikman.
Commissioners voted 3-2 to shorten the time between when a securities order is placed and when a trade is executed.
Based upon how crypto platforms generally operate, investment advisers cannot rely on them as qualified custodians.
By contrast, hedge funds dialed up their bets on the sector in the fourth quarter.
Economic uncertainty, fear of job cuts and rising pressure to return to in-office work have added to workplace malaise.
With uncertainty, doubt and distrust in digital assets, blockchain projects are now moving to hard assets.
Surveyed financial workers didn't view their own jobs as being at risk by AI any time soon.
Edward Jones is among four leaders with the potential to become “the Amazon of financial services.”
Back office help is the least it can do. Now technology wants to help advisors become better at the people part of planning.
It's still important for advisors just to be on social media, but it's no longer enough.
Morgan Stanley is the latest bank to require individual staff to bear some of the burden of the regulatory violations.
Industry CEOs at FSI OneVoice said the new AI chatbot could give advisors a run for their money.
The layoffs threaten company pledges to boost underrepresented groups.