5 Wealth Management Tasks an Algorithm Can Do
By Emily ZulzA new Fiserv white paper examines the role data-driven robotic process automation can play in the wealth management field.
November 30, 2018
SmartAsset Uses AI to Extend Advisor-Prospect Matching ServiceFintech firm using recent $28M funding to eventually build 300,000-advisor database.
November 29, 2018
Americans Plan to Boost Donations This Holiday SeasonDisaster relief and health matters are donors' chief priorities, a survey found.
November 29, 2018
280 CapMarkets Adds Corporate Bonds on BondNav280 CapMarkets' fixed income trading and price discovery platform BondNav now offers corporate bonds. The expanded taxable offering on BondNav includes…
November 29, 2018
Brinker Hires Daniel Crosby as Chief Behavioral OfficerThe popular psychologist and author aims to "bring behavioral tools, training and technology to financial advisors."
November 29, 2018
Cybersecurity Environment Is 'Terrifying,' USA Financial's CCO SaysAndrea McGrew sees big increase in hacking and phising of advisor-clients; suggests common-sense precautions.
November 29, 2018
Independent BDs Outpace All Others for GrowthA Cerulli report says independents' compound annual growth rate over the last five years "nearly doubled the four wirehouses."
November 28, 2018
How the Right Goals Can Help You Grow Your PracticeSetting arbitrary objectives for your firm can often hold you back as much as it pushes you forward.