Technology & Communications

Technology & Communications (40)

CogniCor Launches Trio of AI-Powered Digital Assistants for FAs

CogniCor, a fintech firm, has launched three digital assistant tools to help financial advisors become more efficient. So reports Think Advisor.

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Robo-advisors Moving to Hybrid Approach

As the robo-advisor industry continues to grow, some are turning to a hybrid model that combines human and digital advice. So reports CNBC.

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Kake.com’s Top 7 Roboadvisors for 2021

Kake.com released its list of the top seven roboadvisors of 2021. It evaluated 19, taking into account management fees, account minimums, customer support and ease of use.

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Tips for FAs on How to Tighten Cybersecurity Practices

In 2019, there were 3,800 publicly disclosed data breaches, resulting in the exposure of 4.1 billion personal records. And, while breaches happen in every industry, the financial sector is a prime target of hackers. So reports Advisor Hub.

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How FAs Can Adapt to the Virtual Environment

A big challenge among financial advisors during the pandemic has been inadequate technology. So reports U.S. News & World Report.

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CNET Ranks Best Robo-advisors of November

CNET has release its list for the best robo-advisors for the month of November.

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Advisor Group Launches New Cybersecurity Products

The Advisor Group has launched the CyberGuard Program, which leverages the company’s state-of-the-art cybersecurity tools to enable financial professionals to keep their clients' sensitive data secure. So reports Yahoo Finance.

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Regulation BI Creates Huge Implementation Challenge

Implementing compliance with the Best Interest regulation will be a huge challenge for broker-dealers and firms should notify the Securities and Exchange Commission of any inadequacies with adopting the rule, says SEC Commissioner Hester Peirce. So reports Think Advisor.

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Simplicity is Crucial in Website Design

Advisors can improve their marketing by ensuring that their websites are simple and also reflect an understanding of investors’ challenges and pain points. So reports Wealth Management.

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Advisors Success with Social Media Increases

A new study by Putnam has found that the average advisor captured up to an additional $1.4 million in investable assets last year by using social media compared to up to $1 million in 2017. So reports Financial Planning.

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