May 24, 2021
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Featured News
Accelerating AI: Why advisers and automation need to collide
Advisory firms are moving to adopt AI tools to achieve their growth objectives, but it’s not easy, partly because firms lack the data connectivity that’s needed for AI to operate efficiently.
Move over, Robinhood — Fidelity democratizes investing for teens
Teens will be able to trade U.S.-listed stocks, Fidelity mutual funds and most exchange-traded funds, with no account fees or commissions.
The war for risk analysis gets ugly
Market leader Riskalyze lashed out at competitors over differences in methodologies, but the allegations opened up interesting questions about the technologies under the hood at risk analysis providers.
What advisers really want from the next in-person conference
More than a year of virtual events highlighted the appeal of quality content, and could change the look and feel of industry events that will now have to balance glitz, content, fees and virtual access.
Pandemic’s impact on Social Security services, funding
Social Security Administration Commissioner Andrew Saul warns that underfunding the system will increase benefit delays.
