AI-Powered Prospecting Tool Launches New Research Function
The prospecting platform PSMP now gives retirement plan advisors more data and helps them fine-tune their prospecting efforts.
In Asia, Fintech Not a Challenger to Banks: LexisNexis
The Asia-Pacific region has made itself a fintech leader, but established banks there are unlikely to be replaced anytime soon, according to LexisNexis Risk Solutions.
Fintech Is a Tool, Not an Obstacle, in Client Service
“In the new world of financial planning, value is derived from the ongoing dialogue as much as from the end product or plan,” Celent writes.
Fidelity Launches Robo Platform for Advisors
The Automated Management Platform allows advisors “to seamlessly manage digital accounts” alongside more traditional accounts, Fidelity says.
Driving Technology Innovation From a Utah Ski House
The Orion FUSE conference is hitting its stride as a driver of technology innovation.
Fintech Will Change ‘Every Familiar Aspect’ of ETFs: PwC
Firms can’t stop the march of automation; instead, they should use it to their advantage, PwC says in a new report.
SS&C Announces Spate of Tech Updates
SS&C Technologies Holdings made several announcements Tuesday regarding its technology offerings.
Crypto Bill Could Ease Tax Burden on Bitcoin Transactions
The new bill would exempt gains from purchases up to $600.
RiXtrema Launches New Fiduciary Compliance Tool
RiXtrema has made updates to help advisors and broker-dealers monitor retirement plans for compliance with the Supreme Court’s Tibble v. Edison decision.
State Bank Regulators Announce Plan to Update Tech Platform
Redesigned platform will streamline licensing and supervision for financial institutions.