Displaying 48 results
How do asset managers see AI?
New report from Mercer Investments reveals consensus on “core technologies,” as well as investment opportunities and risks.
Tifin taps ex-BlackRock exec to lead advisor AI platform
Fintech firm names industry veteran to CEO role as conversational AI for investments comes into focus.
Nine-tenths of advisors feel underserved on tech
Orion survey finds just over half of advisors will invest more in client-facing technology, while three-tenths are looking at AI and machine learning.
Tifin AG bolsters partnership with RBC’s US wealth arm
Fintech program aims to help advisors get ahead of opportunities to grow assets using AI.
Can generative AI help advisors with personalization?
New survey unveils challenges in client engagement, and the potential advantages of cutting-edge technology.
SEC’s Gensler cautions against overblown claims about AI
The SEC chair warned companies against 'AI washing' when they talk to investors about their use of the technology.
Vanguard makes quiet AI bet with $13B in quant stock funds
After adding an artificial intelligence spin to four factor-based funds, the asset manager sees promising signs
Will 2024 be a milestone year for hedge fund use of AI?
If the industry can overcome some major hurdles, it could be.
LPL’s Bill Dwyer is back, and he’s pitching AI
'Bill Dwyer is a terrific senior executive and leader, and I can’t wait to see what he does here,' says another executive.
CogniCor launches AI-enabled digital assistants for wealth management, insurance
The digital assistants will be driven by Microsoft’s Azure OpenAI Service.
Are AI ETFs worth the hype?
The category has been evolving since the first products started appearing in 2016, but the ETFs may be more volatile than those investing in technology more broadly.
Tifin, Franklin Templeton partner on financial wellness solution
Tifin @Work is an advice platform powered by AI that plan sponsors can provide to their employees.
The latest in financial #AdvisorTech — November 2023
This month’s highlights include Practice Intel’s new ‘growth platform,’ FinanceHQ’s new lead generation platform and RIA startup Farther’s latest funding round.
OpenAI may sell shares at $86B valuation
Talks are said to be underway. Sale would catapult the firm’s status.
Can AI detect misconduct by rogue traders?
Deutsche Bank is testing tools that could detect wrongdoing.
The latest in financial #AdvisorTech — September 2023
This month’s highlights include WiserAdvisor’s acquisition of IndyFin, Joe Duran’s new venture, and Onramp Invest’s acquisition by Securitize and what that suggests about advisors’ interest in recommending cryptocurrencies to clients.
Investors wary of social media advice but more likely to trust AI
CFP Board research shows that it’s not just younger generations that are open to AI-generated advice.
Nvidia smashes Wall Street forecast amid AI boom
The chipmaker's shares soared toward a record high before the bell.
Navigating AI’s regulatory challenges
Like other technologies in the past, AI is bound to reshape the operations of the financial advice industry.
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.
