Why IBM’s Watson Regtech May Not Be Right for Advisors
AI is “whatever five years from now we’ll think is normal,” according to Brian Clark of Ascent.
Will AdvisorBid Become the ‘Facebook’ of Wealth Management?
The online marketplace has 1,300 active advisors with profiles.
IBM Releases Watson-Powered Regtech Software
IBM has launched a suite of regtech products powered by Watson, IBM’s artificial intelligence platform, to help financial services firms manage their growing compliance responsibilities.
FINRA Launches Innovation Outreach Initiative
FINRA has established an Innovation Outreach Initiative in an effort to better understand how advances in financial technology affect the industry.
Redtail Ditches 'One-Star' App for New Mobile Experience
For many years, Redtail Technology focused on having a responsive website rather than focusing on its mobile app, and as a result the app suffered.
Morgan Stanley Gives Reps the OK to Text Clients
The wirehouse rolls out a compliant text messaging program with Twilio and launches a sustainable investing course.
FINRA’s Axelrod Warns Financial Industry: Adapt or Die
Industry must meet millennial’s tech needs “if we want to avoid the looming succession cliff.”
Vestwell Scaling Retirement Plan Costs With Technology
Vestwell CEO Aaron Schumm set out to create a platform that could make it easier for workers to save for retirement, and reduce the administrative burden of implementing a plan.
How Much Traction Do Robo Hybrids Have With Investors?
Hybrid advice offerings can help firms add younger clients and serve older clients’ more complex needs.
New SS&C Tool Addresses SEC Modernization Rules
SS&C Technologies announced a new tool on Tuesday designed to help investment companies comply with the Securities and Exchange Commission’s modernization rules.