Technology

True personalization means taking the time to understand your clients' preferred learning styles and communication preferences to lay the foundation for fruitful dialogue, genuine comprehension of your advice, and ultimately, sound decision-making...

Also, Advisor360 announces several client portal and platform updates and Modern Life debuts its generative AI chatbot, which the company claims has passed the life insurance licensing exam.

Massachusetts Secretary of the Commonwealth William Galvin sent inquiry letters to Morgan Stanley, JP Morgan Chase and E*Trade, among others, asking about their supervisory policies and procedures for artificial intelligence.

F2 Strategy's co-founder and CEO provides his take on the most important wealthtech news of the last month.

Fractional shares make it easier for the next generation of investors to align their investment portfolios with their personal beliefs, gain transparency around their investments and generate tax alpha.

The deal could be the first of several in the lead-gen, referral and marketing space that seeks to add reviews and ratings tech.

The ICE risk matching auction, which matches buyers and sellers of the same corporate bond or list of bonds to determine the best price for the transaction, was reworked and went live in recent months after years of being dormant.