FinTech

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Research On Aging Is Moving At The Speed Of AI

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Much longer lives could present an even greater need for protected lifetime income.

Orion Platform Integrates Redtail Tech

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The company said its integration of Redtail Technology tools will offer additional benefits to its clients.

Remote Work Pay Cuts Send The Wrong Message

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Studies have shown remote workers to be more productive and satisfied, according to Sarah Green Carmichael.

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 Silent Killer Lurking For Advisors

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Custodians and broker-dealers place the onus of cyber theft on advisors and their clients.

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.

Schwab Upgrades RIAs' Direct Indexing Experience

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Clients have more options for customization, and RIAs get streamlined processes.

Betterment Agrees To Pay $9M To Settle SEC Charges

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The agency said the robo's errors caused clients to lose $4 million in potential tax savings.

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.

Whom Do You Trust With Your Social Security Number?

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It's time to take a stand against the rampant misuse of our personal information.

The Digital Growth Blueprint That's Eliminating Geographic Boundaries

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Savvy advisors are taking advantage of an exciting new reality--clients don't need to be serviced locally anymore.

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

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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.

Winners And Losers In The AI Arms Race

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Generative artificial-intelligence models like ChatGPT will revolutionize the economy, though no one can say when.

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