Fidelity Expands Custom Models with Private Assets to Vestmark Platform
Fidelity Investments is deepening its footprint in the managed accounts space by expanding access to its custom model portfolios.
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The Idea Of Handing Over Portfolio Decisions To AI Is Still A Distant One
The vision of handing portfolio decisions over to ChatGPT—or any large language model—is still a distant one, according to Gappy Paleologo.
Advisor CRM Launches Free Native AI Meeting Assistant for RIAs
Advisor CRM, an all-in-one CRM platform designed exclusively for registered investment advisors, unveiled a fully integrated AI meeting assistant.
Osaic Announces Direct Billing for Fee-Based Annuity Products
New industry-leading capability eliminates time-consuming administrative tasks for financial advisors managing variable annuities
Annuity Providers Balance Economic Concerns with AI Innovation
The annuity industry finds itself at crossroads, grappling with fears of an impending recession while embracing AI to reshape products and strategies.
Banking Groups Urge US Treasury to Improve Security After Email Hack
Financial-sector trade groups are urging US Treasury Department to bolster its cybersecurity in response to hackers intercepting the sensitive emails.
The Genie is Out: 24-Hour Trading Gaining Momentum, Interactive Brokers Chairman Says
Interactive Brokers Chairman Thomas Peterffy said 24-hour trading has become more acceptable calling it a genie that's hard to put back into bottle.
