FinTech

[1]  1 2 3 4 5 6 7 8   [148]

Stock Markets Are Driving A New American Century

by

The U.S.'s growing financial dominance may be making up for its declining influence in other realms.

Nearly Half Of Advisors Say They Want To Use AI, Survey Says

by FA Staff

Advisors say the technology could be useful for client communications and marketing.

SEC's Gensler Warns Public Companies Against Overblown AI Claims

by

Companies from a range of industries have been advertising how they're harnessing AI to improve operations.

3 Steps To Thriving In Changing Markets

by

Creating an agile business involves embracing change, using data and developing a high-performance culture.

Partnerships Between AI Firms And Militaries Will Grow At Expense Of Legacy Defense Contractors

by

Generative artificial intelligence tools have the potential to serve valuable defense purposes.

GOP Senate Bill Seeks To Block SEC Rules On Advisor AI Use

by

Sen. Ted Cruz called the SEC's proposal a "war on technology."

Vanguard Quietly Embraces AI In $13 Billion Of Quant Stock Funds

by

The company has been an early adopter of artificial intelligence across several active stock funds.

Crypto Tax Reporting Has Clients Confused, Advisors Say

by

New rules have stepped up the reporting requirements on smaller transactions, including those involving digital assets.

Artificial Intelligence Vs. Human Stupidity

by

There is much hope--and hype--about what AI could do for productivity and economic growth in the future.

TIFIN Acquires Charitable Tech Platform

by FA Staff

The acquisition of the Giving Place will enable TIFIN to expand donors resources, TIFIN said.

Financial Advisors Still Cautious About AI Tools

by

AI tools still seem to be an afterthought for many wealth managers.

Citibank Sued By New York State Over Online Fraud Safeguards

by

The bank is accused of failing to sufficiently protect customers from fraudsters.

CogniCor, Microsoft Launch Digital Assistants For Advisors

by

The AI-powered tools handle a variety of administrative tasks for wealth managers.

Advisors Flock To Next-Gen Tax Planning Tech, T3 Survey Says

by

Four in 10 financial professionals now use tax planning software, according to research by T3 and Bob Veres.

Navigating The Ethical Landscape Of AI

by

By embracing AI ethically, we can strike a balance between innovation and responsibility.

Companies Are Still Trying To Figure Out How To Comply With SEC Cyber Rules

by

Under the new rules, public companies have to report on the impact of a material hack.

2024 Changes In Retirement Savings Can Help Advisors Serve Clients, eMoney Says

by

Employees have new options this year under the Secure 2.0 Act.

Brighton Jones Rolls Out New Data Management System For Advisors

by FA Staff

The new platform is being rolled out in partnership with Summit Wealth.

Envestnet Co-Founder Bill Crager To Step Down As CEO

by FA Staff

Chairman James L. Fox will serve as interim CEO starting April 1, the company said.

The Crucial Role Of Digital Platforms For Financial Advisors

by

As market and economic volatility continues, digital solutions should take center stage.

[1]  1 2 3 4 5 6 7 8   [148]