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Displaying 35 results

Topic
  • News
  • April 25, 2024

Tech stocks tumble after Meta misses on earnings

The Nasdaq 100 shed $400B, the Facebook parent slumped by as much as 16%, and AI believers are left on tenterhooks.

Topic
  • News
  • April 22, 2024

Arch enhances private market investing solution with AI

The firm aims to make processes easier for advisors and investment managers.

Topic
  • News
  • April 18, 2024

As EV adoption races higher, is it time to charge into electricity investments?

The three hottest investment areas over the past few years – crypto, AI and EVs – all require a ton of electricity.

Topic
  • News
  • April 9, 2024

‘The best is yet to come’ for AI

Broadridge survey finds 75 percent of firms are confident about their tech offerings.

Topic
  • News
  • April 8, 2024

Dimon says AI could be ‘transformational’

JPMorgan Chase's CEO says AI's impact on the economy could equal that of the steam engine.

Topic
  • News
  • April 2, 2024

Strategist sees 10-year AI super-cycle taking Dow to 100K

Don’t fret if you think you’ve missed the rally – there’s still a ways to go, says James Demmert of Main Street Research.

Topic
  • News
  • March 28, 2024

AI is facilitating financial fraud, Treasury warns

Advances in artificial intelligence make it easier for criminals to impersonate customers and craft increasingly sophisticated email phishing attacks, according to a report.

Topic
  • News
  • March 26, 2024

How do asset managers see AI?

New report from Mercer Investments reveals consensus on “core technologies,” as well as investment opportunities and risks.

Topic
  • News
  • March 19, 2024

Behavioral finance meets AI with launch of new fintech platform

Partnership promises 'future of financial advice’ with digital assistant that helps to deepen advisors’ understanding of clients.

Topic
  • News
  • March 18, 2024

SEC sues two firms over bogus AI claims

Delphia and Global Predictions both made 'false and misleading statements' about their use of artificial intelligence, the SEC says.

Topic
  • News
  • March 15, 2024

Morgan Stanley’s Jeff McMillan named firm’s AI head

Financial services giant seeks to bolster its tech leadership with newly created artificial intelligence role.

Topic

Financial fraud in the age of AI

Advisors can differentiate themselves by helping clients better understand the new types of scams that technology has made possible and advising them on what to do to guard against financial fraud.

Topic
  • News
  • February 22, 2024

It’s a mad, Nvidia world

Goldman described the chipmaker as ’the most important stock on the planet.’ What do advisors think?

Topic
  • News
  • February 22, 2024

EY report highlights key wealth management trends

Financial advisors should continue focusing on private markets, AI and personalization, according to the report.

Topic
  • News
  • February 14, 2024

Can generative AI help advisors with personalization?

New survey unveils challenges in client engagement, and the potential advantages of cutting-edge technology.

Topic
  • News
  • February 11, 2024

Tifin AMP answers asset managers’ data challenges with new AI platform

Latest fintech solution brings together AI and data fabric capabilities to mine insights from multiple information sources.

Topic

‘The fear of AI is overblown’

Justin Castelli, founder of RLS Wealth, says robots can’t read a person’s facial expressions but warns industry has to evolve

Topic
  • News
  • January 31, 2024

Nasdaq futures fall as AI results fail to match up to hype

Some tech giants' earnings have underwhelmed investors.

Topic
  • News
  • January 23, 2024

Tifin spins off AI platform designed to help advisory firms grow

The board for the new firm, Tifin AG, includes financial industry vets from Focus Financial and J.P. Morgan.

Topic
  • News
  • January 19, 2024

Want to make a ‘few billion dollars’? Entrepreneur explains how

Billionaire Brad Jacobs offers tips from his experience founding seven billion-dollar companies.