09/22/2023
That gives the firm’s RIA custody clients free access to performance reporting, fee billing, portfolio rebalancing, a client portal and portfolio accounting software.
09/11/2023
After testing it with 1,000 financial advisers for some months, the bank will roll out a generative artificial intelligence (AI) bot in September, developed with the makers of ChatGPT, OpenAI.
09/08/2023
This approach allows multiple banks to share the rewards and, crucially, the risks associated with loans, creating an environment conducive to mutual growth.