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Your 401(k) likely includes military weapons holdings
Many of the top US fund companies have exposure to companies that make controversial weapons, As You Sow found.
Capturing more wallet share with cash
Yields on cash offerings are higher in current market conditions, a trend that has attracted investors' attention.
Can AI fix digital collectibles slump? No, says $69M NFT creator
With interest in non-fungible tokens having fallen sharply, some think artificial intelligence is the panacea, but it could make things worse.
Gensler says AI holds promise, peril for financial advice
The SEC chair calls AI 'the most transformative technology of our time,' but emphasizes the agency's focus on fraud.
Make or break earnings season for $10 trillion global stocks rally
Will companies live up to the expectations of investors or will the rally screech to a halt as results are revealed?
AI can expose ‘very real’ ESG risks, says UBS exec
For example, artificial intelligence could help with the threat of deforestation by tracking 'land use change and geospatial mapping.'
Charles Schwab announces TD Ameritrade data breach
Tens of thousands of clients could have been affected by huge attack resulting from vulnerabilities found in MOVEit file transfer software.
Investors open to using ChatGPT to pick their investment portfolios
Survey reveals that a significant share of respondents believe AI can do a better job of choosing equities than they can.
InvestCloud names Heather Bellini president and chief financial officer
Bellini will oversee finance, legal, HR and business operations at the company, which is rebuilding executive leadership after a spring shakeup.
Amid volatility, tech that proves an advisor’s value will thrive
There's new pressure on advisors to clearly demonstrate the value they deliver to clients, and technology will play a key role.
The latest in financial #AdvisorTech — July 2023
This month's highlights include Pershing X's launch of Wove, Blueleaf's 'aggregation-as-a-service' solution, and Nitrogen's new set of firmwide data analytics capabilities.
Regulators likely to take wait-and-see approach on AI
The SEC is working on proposed rules related to artificial intelligence and other technologies, and Senate Majority Leader Chuck Schumer has announced a framework for AI legislation.
AI arrives on Wall Street
Morgan Stanley and JPMorgan seize the initiative, while smaller firms grapple with a lack of standardized data.
Advisors jumping onto Threads could create compliance headaches
Currently Threads lacks many of the features that are standard on other social media platforms, such as direct messaging and feed curation.
Advisors use fintech frequently but which ones and why?
Trading and portfolio rebalancing are among the most popular types of technology among advisors, but which providers are their favorite and what determines satisfaction?
AI scams contribute to rise in investment fraud
A record $3.82 billion was stolen through investment fraud in 2022, a 128% increase over the previous year.
Carson Group parts ways with its first chief technology officer
Nimesh Patel was named to the firm's newly created CTO position in February 2022.
MaxMyInterest partners with eMoney to give planners access to high-yield cash accounts
MaxMyInterest's services will be available to more than 100,000 advisors using eMoney.
SEC fines JPMorgan $4 million for deleting electronic communications
A vendor improperly destroyed 47 million electronic communications, including emails and instant messages, from 8,700 inboxes.
Alternativ raises $10 million as digitally native RIAs pick up steam
The funding will be used to continue developing the firm's technology and to grow its RIA, Alternativ Wealth, through acquisitions.
