NCR - search results

As we edge closer to the end of the year, the ever-evolving nature of social media presents diverse opportunities in 2024 for a wide range of industries, including the wealth industry.

The recent updates by The Financial Accounting Standards Board (FASB) on fair value measurement standards for digital assets mark a pivotal shift in how businesses can report their crypto holdings

There may not be any gifts on Christmas trees in the industry, but there were a lot of solutions and partnerships to wrap up...

Cold rain and snow are making their way across the country in this mid-December week, but advisor technology news sure is...

When the market goes haywire or a client’s financial life is jolted, how do you help them stick to their plans? It’s important that advisors give advice & comfort in a way that is consistent with research around “stickiness.”

Most advisors want to grow and realize they have to get hyper-personal to accomplish that. “We see precision and personalization increasing in importance for advisors,” said A.J. Boury of TIFIN Clout.

This past year will be remembered for many things: geopolitical unrest, high interest rates and inflation, the coronation of Charles III, Barbenheimer … And...

Friends, this week we posted our second article in our 5-part series on AI in Finance and covered chatbots.  I'll be honest - I'm the crazy lady yelling at the phone while these things ask me WAY too many irrelevant questions, but they are an important tool and will no doubt get better over time. READ UP!

This week we continue with part 2 of our five-part series, where we explore how artificial intelligence (AI) enhances the client experience by creating...

How far is too far for the cryptospace? Binance may have more issues in the months to come with unsealed filings, noting stricter monitoring by...