Carson Onboards FeeX, Offering Leading Fintech Retirement Service to Financial Advisors
FeeX technology allows advisors to manage clients' held-away retirement accounts, deepening their impact across clients' entire financial picture.
Recent
Lessons from a Cyber-Security Breach
The pandemic has increased the occurrence of cyber-security issues. Tim Human outlines a recently settled SEC order relating to a pre-pandemic inciden
SEC Chief Warns: Digital Nudges Might Cross the Line
For instance, Gensler said, “a robo-advisor might steer us to higher-fee or more complex products, even if that isn’t in our best interest.”
Investment Industry not Ready for Full Scale AI
The investment industry is not yet ready for full-scale artificial intelligence (AI) to replace high-level human decision making.
Hello Robo: How Robo-Advisory Firms are Revolutionising Financial Services in India
Robo-advisory firms are riding on artificial intelligence-driven systems to dish out quick financial advice. Bereft of any human bias or emotion.
Vanguard Completes Acquisition of Just Invest
Vanguard today announced it has completed the acquisition of Just Invest, a provider of tax-managed, tailored wealth management technology.
How Tech Can Save TikTokers from Problems with the Taxman
AI- and cloud-based bookkeeping tools can help influencers stay CRA-compliant and get crucial insights to grow their brand.
