For finance professionals, balancing the increasing demand for personalized guidance with the efficiency of digital tools and automation presents an interesting challenge. Clients want human insight, ...
Moneyhub, a financial data, categorisation and personalisation platform, and WPS Advisory (WPS), a leading independent financial advice firm, have further collaborated to enhance its LifeStage Money ...
A C.D. Howe report looks at the possibilities of AI for increasing financial literacy, improving advisor productivity, and ...
They created 10 scenarios — fictional characters with different ages and life situations seeking investment advice. They sent ...
More people are turning to generative A.I. chatbots for financial advice, whether it’s for debt management, better saving strategies or stock picks. Myra Donohue said using a chatbot to help set her ...
Artificial intelligence is coming to the world of investment advice, and it can speak in Gen Z slang. That is the pitch from Arta Finance, a wealth-management startup led by an ex-Google executive and ...
Women are rewriting the rules of financial advice, embracing a hands-on, community-driven approach to money management. A new survey by the digital banking company Laurel Road reveals that 65% of ...
Researchers at MIT say it's possible to train AI to be a reliable financial advisor. But it would need to be able to understand emotions to build trust with users. This article is part of "Build IT," ...
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