Technology

Direct indexing is often applied as the name for two different things; it is time to clarify.

Firms using AI tech to generate ‘customized’ suggestions for clients may not realize those recommendations still fall under the best interest rule, warned a senior director at FINRA's annual conference.

Jensen Huang's wealth has grown at a faster rate in 2023 than any other US billionaire.

The tool includes the option to run plans through real-life historical scenarios, including the Great Depression, the post-war period, 1970s stagflation, the dot-com bubble and the 2008 financial crisis.

Panelists spoke about advanced analytics’ impact on the industry during FINRA’s annual conference, while SEC Chair Gary Gensler said he’d asked commission staff to consider recommendations on rules for predictive data analytics conflicts.

Vanilla's recently announced, fully integrated Estate Advisory Platform seeks to empower financial advisors to take the lead in the estate planning process.