Harvesting the Potential of Digital Media in Your Practice

Here’s how media, and particularly social media, have helped me build my brand and grow professionally.

Embrace AI, Don’t Regulate It, SEC Commissioner Urges

Commissioner Mark Uyeda opposes a proposed SEC rule that he says would deter advisors from embracing the benefits of artificial intelligence.

Morgan Stanley Launching AI Tool for Advisors

After testing it with 1,000 financial advisors for some months, the bank will roll out an AI bot this month to drive its wealth division.

IRS Ramping Up Tech to Collect Taxes

Here's how the IRS already uses social media and other public sources to monitor income. With $60B in new funding, its tech use will grow.

QuickBooks, TurboTax Owner Launches AI for Clients

Intuit says the service should help level the playing field for small and medium-sized enterprises, which lack the resources of larger rivals.

Junxure Founder on Building Successful Firms

Greg Friedman talks about the most important things advisors need to consider.

Amid Sextortion’s Rise, Computer Scientists Tap AI to Identify Risky Apps

Predators are weaponizing apps to collect explicit images. Researchers have built a searchable website that provides safety guidance.

Someone Could Steal Your Medical Records and Bill You for Their Care

People may not be able to receive their treatments and prescriptions if their records and identity are stolen.

What to Know About ChatGPT’s New Code Interpreter Feature

The chatbot is delighting users anew by creating charts and maps and turning images into videos.

AI for Advisors: Dos and Don’ts

Failing to use ChatGPT and other AI — or misusing it — can harm your practice, says Thrivent’s tech expert.

Latest News

401(k) Loans Surge While Emergency Savings Dwindle

A new T. Rowe Price study has raised alarms about rising 401(k) loans and a dip in emergency savings.

JPMorgan To Pay $75M To Settles Epstein Suit

Most of the money is to go to charities supporting sex-crime victims and to help law enforcement fight sex trafficking and other crimes.

More Americans Eyeing Post-Retirement Employment

More than half of all Americans — including 64% of Baby Boomers and Gen Xers — are open to work after retiring from an employer and would consider working indefinitely.

Renting More Cost-Effective than Buying in Most Major U.S. Metros

A new report shows there are only three U.S. metro markets left where buying a starter home is more cost effective than renting one.

W. P. Carey Spins Off Office Assets, Setting Strategy for 2024 Exit

It will spin off a majority of its office assets into a new publicly traded REIT as the office real estate market continues to struggle.

5 Advisors Recognized for Good Works

Five financial advisors were recognized for their outstanding community contributions at the 17th annual Invest in Others Awards Gala.

Judge Rules Muni-Bond Class Action Goes Forward Against 8 Banks

A U.S. federal judge said American cities may pursue class-action claims accusing eight large banks of driving up interest rates they paid on a popular municipal bond.