Technology

Our technology columnist shares some of his thoughts on the pro- and antigenerative AI hysterics, as well as cybersecurity and some providers worth mentioning.

While the future of wealth management looks promising, wealth managers need to not only develop their digital capabilities, but also empower their bench of talent to capitalize on the opportunities ahead culturally and technologically, ensuring...

The Investment Adviser Association, the trade group for RIAs, said it appreciated the additional time and was worried about the 'interrelatedness of the SEC's current proposals.' The commission also proposed updates to cybersecurity rules for...

'ChatGPT cannot be blindly trusted. You cannot overstate this,' said one executive at this week's T3 advisor technology conference, even as Morgan Stanley becomes the first to incorporate a more advanced iteration of GPT into advisor workflows.

Fresh off becoming a full custodian, Altruist will now have close to 10% market share of total RIA firms, SSG’s service organization and a relationship with Pershing.  

However, advisory firms that did invest in cybersecurity tools reported higher levels of satisfaction with them than in any other software category.

Revised Form 1040 lays the foundation for a new integrated regulatory framework around this asset class.