The global standards body for financial planners has published new guidance making clear that artificial intelligence tools do not reduce or reassign the professional responsibility advisors carry for ...

Sometimes clients hold assets away from their primary wealth managers because they don't feel enough trust to place all their eggs in one basket. Processing Content Other times, it's because they ...

Raising fees while maintaining a loyal client base can be a tricky but necessary exercise for wealth advisors. But advisors say that matching fees to services, gradually increasing fees and giving ...

Just shy of its third birthday, Meta is announcing a big milestone for Threads. Just shy of its third birthday, Meta is announcing a big milestone for Threads. is a senior reporter covering ...

A new survey paints a picture of clients who might commonly use AI for personal and professional reasons, but who are less comfortable with the technology when they or their advisors use it for ...

I'm a career coach working with directors through C-level leaders in retail, tech, finance, real estate, and other industries. When my clients ask me how they should use AI at work, their real ...

Presumably aimed at children, NHK World’s Texico program teaches the main ideas about programming without actually using a computer. Instead, it uses items like a toy train, playing cards, and other ...

Microsoft's Copilot is getting even better at research thanks to a new feature that combines the power of both OpenAI's ChatGPT and Anthropic's Claude. In a blog post announcing Copilot Cowork's ...

I still remember the November when ChatGPT came out, and the exam period that followed. As a professor at Harvard, I had B+ writers submitting essays with em dashes and Oxford commas, as if they had ...

Early in the Covid-19 pandemic, the governor of New Jersey made an unusual admission: He’d run out of COBOL developers. The state’s unemployment insurance systems were written in the 60-year-old ...