Financial Technology services that help innovate a Wealth Planner or Advisors practice. See the latest news on developing wealth management technology and more.
For more technology news subscribe to our free weekly WealthStack e-newsletter. Join today.
During a panel at the IAA's Investment Adviser Compliance Conference, one CCO worried the demand included in the SEC’s proposed cyber rule didn’t give firms enough time to determine what happened.
The advisor technology conference co-founder on what he expects to see at next week's gathering in Tampa—no surprise, artificial intelligence and machine learning will be heavily featured, especially in the Emerging Technologies sessions.
Companies like FMG, Orion and Broadridge have already started integrating ChatGPT, while others, like Snappy Kraken, are taking a more cautious approach.
