FinTech

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Bridgewater Launches $2 Billion Fund Run By Machine Learning

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Humans will still be overseeing a number of functions, including risk management, the company said.

Younger Adults More Open To AI In Their Financial Lives, Survey Says

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A Northwestern Mutual survey found that views on artificial intelligence often vary by age group.

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Developments in artificial intelligence may be the antidote for an aging population, but it takes time for these advancements to work themselves into the fabric of our nation's businesses.

The Perils Of Outsourcing Asset Allocation To A Risk Score

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Investors are not receiving truly personalized portfolios, leading to sub-optimal outcomes.

Steve Cohen's Point72 Readies New Hedge Fund Targeting AI Stocks

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The fund will bet on and against AI hardware and semiconductor companies globally.

MassMutual Adds CAIS Alternatives Platform For Reps

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The insurer made the platform's offerings available to its B-D affiliate, MML Investors Services.

Leading With Trust In The Modern Financial Landscape

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A focus on transparency is what powers trust and fosters strong relationships.

Dave Elder--AI-Driven Efficiency And Effectiveness

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Dave Elder of Merit Financial Advisors is using AI to meaningfully improve his business processes.

Why A Bold Shift In Advisor-Facing Solutions Needs To Happen Now

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The key to delivering value is to place the advisor-client relationship at the center of the equation.

The AI ‘Safety Movement' Is Dead

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Public pressure to rein in artificial intelligence may be waning, but the work of making these systems less risky is just beginning.

JPMorgan Says Every New Hire Will Get Training For AI

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The investment bank sees the emerging technology as worth between $1 billion and $1.5 billion.

TradePMR Appoints Patullo Chief Product Officer

by FA Staff

Industry veteran Jon Patullo has spent more than two decades in the advisor technology space.

AdvicePay Promotes Executive To President

by FA Staff

The advisor billing and compliance advisor platform promoted Kelsey Lewis to president.

JPMorgan Unveils IndexGPT In Next Wall Street Bid To Tap AI Boom

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The bank launched a new range of thematic investment baskets that were made with the help of AI.

Why Advisors Should Consider Embracing AI

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There are things that AI will do better than humans can. Personalization, communication and empathy will all be enhanced.

It's Time To Prepare For When, Not If, AI Replaces Advisors

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Generative AI is a fast-moving megatrend that will transform the wealth management industry.

The Right Way To Incorporate AI

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Simply adopting AI to stay ahead of the curve, without investing in data quality, can create nothing more than “smoke and mirrors.”

Ex-Mass Mutual U.S. Head To Lead Advisor360

by FA Staff

Mike Fanning retired from Mass Mutual Last May after 17 years with the company.

CAPTRUST Chooses CAIS To Centralize Alts Investments

by FA Staff

The partnership will allow CAPTRUST to consolidate its alternative products on one platform.

SEC Targets Its Own Staff's Texting, Nixes WhatsApp On Work Phones

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The move follows about $3 billion in fines imposed on financial firms over private messaging.

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