FinTech

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RBC Adopts TIFIN AI Wealth Management Tool

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The AI program gives advisors clues to client financial events, TIFIN said.

A Master Class In FinTech Innovation

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Two fintech leaders discuss the dynamics of innovation.

Advyzon-Apex Team Up To Merge Client Service And Custody Platforms

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The integration promises to save RIAs time on task-switching, the firms say.

Don't Declare The Death Of The Yale Model Just Yet

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It would take a few more muted years to shake belief in a highly successful investment strategy.

Stock Markets Are Driving A New American Century

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The U.S.'s growing financial dominance may be making up for its declining influence in other realms.

Nearly Half Of Advisors Say They Want To Use AI, Survey Says

by FA Staff

Advisors say the technology could be useful for client communications and marketing.

SEC's Gensler Warns Public Companies Against Overblown AI Claims

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Companies from a range of industries have been advertising how they're harnessing AI to improve operations.

3 Steps To Thriving In Changing Markets

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Creating an agile business involves embracing change, using data and developing a high-performance culture.

Partnerships Between AI Firms And Militaries Will Grow At Expense Of Legacy Defense Contractors

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Generative artificial intelligence tools have the potential to serve valuable defense purposes.

GOP Senate Bill Seeks To Block SEC Rules On Advisor AI Use

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Sen. Ted Cruz called the SEC's proposal a "war on technology."

Vanguard Quietly Embraces AI In $13 Billion Of Quant Stock Funds

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The company has been an early adopter of artificial intelligence across several active stock funds.

Crypto Tax Reporting Has Clients Confused, Advisors Say

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New rules have stepped up the reporting requirements on smaller transactions, including those involving digital assets.

Artificial Intelligence Vs. Human Stupidity

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There is much hope--and hype--about what AI could do for productivity and economic growth in the future.

TIFIN Acquires Charitable Tech Platform

by FA Staff

The acquisition of the Giving Place will enable TIFIN to expand donors resources, TIFIN said.

Financial Advisors Still Cautious About AI Tools

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AI tools still seem to be an afterthought for many wealth managers.

Citibank Sued By New York State Over Online Fraud Safeguards

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The bank is accused of failing to sufficiently protect customers from fraudsters.

CogniCor, Microsoft Launch Digital Assistants For Advisors

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The AI-powered tools handle a variety of administrative tasks for wealth managers.

Advisors Flock To Next-Gen Tax Planning Tech, T3 Survey Says

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Four in 10 financial professionals now use tax planning software, according to research by T3 and Bob Veres.

Navigating The Ethical Landscape Of AI

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By embracing AI ethically, we can strike a balance between innovation and responsibility.

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