Technology & Communications

Technology & Communications (46)

JPMorgan Said to Be Eyeing Blockchain-Based Deposit Token  

JPMorgan Chase has begun the first steps of looking into a blockchain-based digital deposit token, according to a source with knowledge of the situation. So reports Bloomberg.


JPMorgan Files Trademark for AI Advisor Called IndexGPT

JPMorgan has filed a trademark application for IndexGPT, a tool that will use “cloud computing software using artificial intelligence” for “analyzing and selecting securities tailored to customer needs,” according to the filing. So reports CNBC.


UBS Buying Robo-advisor Wealthfront for $1.4B

UBS is acquiring robo-advisor Wealthfront for $1.4 billion. The all-cash deal is being made to help UBS accelerate growth in the U.S. and make inroads with the next generation of affluent investors. So reports Bankrate.


Ellevest, a Robo-advisor Just for Women Investors  

Investing for retirement and other financial goals is different for women. That’s due to a variety of reasons, including a longer life expectance and potentially reduced earnings. So reports CNBC.


Top 10 Robo-Advisors Based on Assets Under Management

Forbes Advisor recently compiled a list of the 10 Robo-Advisors with the most assets under management. The data comes from each firm’s form ADV filed with the SEC.


TD Bank Launches Robo-Advisor and Hybrid

TD Bank has launched its first robo-advisor, TD Automated Investing, and hybrid advisor, TD Automated Investing Plus, the company announced.


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.


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.

Read more...’s Top 7 Roboadvisors for 2021 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.


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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