Displaying 98 results
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.
FusionIQ launches unified investment platform
The new platform brings together various investments including digital assets, special purpose vehicles, and ETFs.
Empower teases 401(k) platform for small businesses
The retirement services giant says its forthcoming platform will help advisors and third-party administrators address the access gap for more US workers.
FP Alpha and PreciseFP unveil new tech partnership
The new alliance allows more advisors using financial planning software to leverage AI by removing a key friction point.
How do asset managers see AI?
New report from Mercer Investments reveals consensus on “core technologies,” as well as investment opportunities and risks.
SEI launches multicustody capability for US wealth platform
The latest upgrade to platform gives an integrated view of clients’ financial picture, including held-away assets.
Betterment adds mutual funds for custom portfolio builders
The wealth tech provider is revamping its RIA custody offering for advisors by adding thousands of mutual funds.
Flourish tightens ties with Focus under new tech partnership
Deal expanding access to tech solution comes as the independent wealth network eyes a new chapter of growth.
Voyant sweetens its wealth tech suite with new tools
The fintech provider has added features to support Social Security income planning, Roth conversions, and life insurance planning.
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.
Fintech iPipeline unveils annuity order tracker
In a first for the industry, the platform offers advisors the ability to manage annuity purchases from multiple carriers in real time.
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.
Orion beefs up tech shelf with new BeFi tool
Fintech unveils new tools focused on behavioral finance, estate planning and client trading oversight.
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.
Osaic, Securities America fined by Finra over cybersecurity
The regulator fined the firms $150,000 each for failures related to protecting thousands of clients’ private information and cybersecurity gaffes.
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.
Digital maturity gap in financial services has grown wider
Firms that are leaders in technology transformation are breaking away from the pack on generative AI and skills development, Broadridge survey shows.
FusionIQ appoints former Fidelity leader as senior strategic advisor
Industry veteran will engage with wealth managers and help enhance platform.
Invesco’s QQQ celebrates silver anniversary on a roll
The exchange-traded fund is up 7.3 percent year-to-date and 50.7 percent over the past year, a heck of an anniversary present for investors.
Opaque SEC sends a clear message: Stop texting
Critical issue represents the latest meeting point of two pressures weighing heavily on advisors.
