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The idea that ‘machines’ could mimic human actions in the back-office became a reality a few years back. That is when Robotic Process Automation (RPA) emerged in the Wealth industry.

BOULDER, Colo. and LOS ANGELES, Aug 28, 2023 — Money News Network and Magnifi announced today a first-of-its-kind podcast, “Money Assistant,” hosted by renowned financial...

Re-making a wealth management firm with end-to-end automation and technology takes a major investment of time and effort, but in the end holds the promise to deliver an ideal user experience for all.

Toronto, Canada – FundThrough, a fintech company that helps small businesses optimize cash flow using their outstanding customer...

With artificial intelligence in finance, technology is no longer a path out of the pitfalls of money behaviors.  Over the past half century, the financial...

There’s nothing like a little confirmation to restore your pride, and among this week’s advisor tech headlines is a survey cementing...

We’re coming up on the four-month anniversary for AI & Finance™, but it seems like we’ve been writing about the artificial intelligence revolution brewing...

There’s nothing like a good surprise to keep us humble and ready to learn, and there’s a nice surprise embedded in...

Things continued (as usual) with the industry taking on AI expansions and integrations. That said, other integrations were (also) in play, while compliance remained...

With the model of advisor marketing services woven into the company's culture, having a suite of marketing tools readily available and a team that supports them is attractive to advisors looking to transition.