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FinTech

Generative AI Adoption: Canadian Financial Advisors Take the Lead at 56%

Generative AI is crucial for developing personalized content, automating tasks, and crafting marketing campaigns.
Advisors with a defined marketing strategy significantly demonstrate higher confidence levels.

Wednesday, 07/02/2024 | 13:53 GMT by Jared Kirui

Investing

The Changing Role of Financial Advisors in the Age of Digital Investing

Advisory is changing, but where is it heading?

Thursday, 27/04/2023 | 12:51 GMT by FM Contributors

FinTech

Invesco’s Intelliflo Seeks a Share in Australia’s $1.6T Advice Market

The firm boasts of an established market in the UK and has launched in the US.
In Australia, Intelliflo says it wants to help cut the cost of financial advice.

Wednesday, 08/03/2023 | 13:57 GMT by Solomon Oladipupo

Institutional FX

Wells Fargo Advisors Agrees to Pay $7m to Settle AML Charges

Wells Fargo failed to file at least 34 SARs.
The charge is the second Bank Secrecy Act action against the broker in five years.

Friday, 20/05/2022 | 16:49 GMT by Solomon Oladipupo

FinTech

ASIC Is Suing Macquarie Bank over Unauthorized Withdrawals

Transactions through the fees system by third parties were unmonitored.
Macquarie Bank's penalty by the court may be as high as $500 million.

Tuesday, 05/04/2022 | 07:29 GMT by Matti Williamson

Brokers

Too Much of a Good Thing? Study Explores Financial Advisors’ Data Addiction

A recent study by Greenwich Associates attempted to explore trends from more than 10,000 financial advisors.

Tuesday, 19/11/2019 | 15:56 GMT by Jeff Patterson

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