Survey reveals that a significant share of respondents believe AI can do a better job of choosing equities than they can.
Bellini will oversee finance, legal, HR and business operations at the company, which is rebuilding executive leadership after a spring shakeup.
There's new pressure on advisors to clearly demonstrate the value they deliver to clients, and technology will play a key role.
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.
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.
Morgan Stanley and JPMorgan seize the initiative, while smaller firms grapple with a lack of standardized data.
Currently Threads lacks many of the features that are standard on other social media platforms, such as direct messaging and feed curation.
Trading and portfolio rebalancing are among the most popular types of technology among advisors, but which providers are their favorite and what determines satisfaction?
A record $3.82 billion was stolen through investment fraud in 2022, a 128% increase over the previous year.
Nimesh Patel was named to the firm's newly created CTO position in February 2022.
MaxMyInterest's services will be available to more than 100,000 advisors using eMoney.
A vendor improperly destroyed 47 million electronic communications, including emails and instant messages, from 8,700 inboxes.
The funding will be used to continue developing the firm's technology and to grow its RIA, Alternativ Wealth, through acquisitions.
Artificial intelligence stands to positively impact advisory firms' relationships with their clients by fostering more personalized experiences.
The broker-dealer self-regulator highlighted a recent government advisory about a ransomware attack and told member firms to brush up on Finra's guidance on the topic from last December.
For advisors, LinkedIn and Facebook were far better for generating interactions than Twitter.
Both TD Ameritrade and Schwab have been busy addressing migration concerns, but a little perspective would be useful here.
The new partnership with Ascensus is the robo-advisor's second foray into college savings plans.
This month's highlights include Riskalyze's rebranding as Nitrogen, InvestCloud's executive exodus, Snappy Kraken's launch of an outsourced marketing service, and Lumiant's acquisition of health and longevity software Genivity.
There's a fair amount of legwork that needs to happen to get firms to the point where automation is possible.
