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Financial Technology services that help innovate a Wealth Planner or Advisors practice. See the latest news on developing wealth management technology and more.
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Is the Future of Finance Behavioral?
Mar 20, 2023
Dr. Daniel Crosby discusses Orion’s pursuit to have advisors utilize technology to help deepen client conversations, differentiate themselves and grow their firms.
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Takeaways From the 2023 T3 Conference
Mar 17, 2023
Our technology columnist shares some of his thoughts on the pro- and antigenerative AI hysterics, as well as cybersecurity and some providers worth mentioning.
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The Modern Wealth Management Leader
Mar 16, 2023
While the future of wealth management looks promising, wealth managers need to not only develop their digital capabilities, but also empower their bench of talent to capitalize on the opportunities ahead culturally and technologically, ensuring...
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SEC Reopens Comment Period for Proposed Cybersecurity Rule
Mar 16, 2023
The Investment Adviser Association, the trade group for RIAs, said it appreciated the additional time and was worried about the 'interrelatedness of the SEC's current proposals.' The commission also proposed updates to cybersecurity rules for...
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T3: Rise of the Machines
Mar 15, 2023
'ChatGPT cannot be blindly trusted. You cannot overstate this,' said one executive at this week's T3 advisor technology conference, even as Morgan Stanley becomes the first to incorporate a more advanced iteration of GPT into advisor workflows.
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