Merrill Edge Exec: What New Technology Means for Clients
In an interview with ThinkAdvisor, Aron Levine highlights the thinking behind Merrill Edge's DIY platform, robo offering and virtual assistant.
Look Who's Fighting Our Algorithmic Overlords
A scientist has come up with a way to measure whether an AI is biased.
Two Ways LPL Plans to Innovate: New Mobile App, Virtual Assistants
At its Focus conference, CEO Dan Arnold shares details about a mobile app for clients and the IBD's experiments with “Uberization.”
What Role Could AI Play in Investor Relationships?
The Salesforce survey finds that millennials are significantly more likely to be interested in AI capabilities offered by advisors.
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.
How Humans Can Manage Their Algorithmic Overlords
What if that automated system shaping consumers' finances is crooked — or biased?
Dreaming of savvier savers: start-up joins the 401(k) fray
Dream Forward's goal is to significantly boost engagement and savings rates of 401(k) plan participants, says co-founder Grant Easterbrook.
A jaw-dropping sum: mobile app revenue in 2017 [infographic]
Technological advances are having a major impact, not least on insurers and others stakeholders in the distribution chain.
Tech start-up Lemonade unveils nationwide build-out for 2017
The company plans to use more than $60 million in venture capital funding to expand beyond its New York base to 47 states.
Rebel with a cause: Lemonade CEO calls for radical change
Lemonade uses artificial intelligence to service policyholders and prospects, enabling the insurer to reduce operating costs and policy pricing, and to optimize the user experience, said CEO Daniel Schreiber.