Gathering client data upfront is a critical, but often unnecessarily difficult, first step of any financial advisor-client relationship. Too often, wealth management firms still rely on ...

Generative AI is fundamentally transforming the wealth management industry by enhancing fraud detection, enabling personalized investment strategies and elevating service.

With smarter tools, advisors can access all client data, not just the accounts under their management. Improved back-office efficiencies also save time and money for the firm. Portfolio analysis ...

“AI has been around for years,” Miller noted. “What’s changed is that it’s suddenly easier to access, experiment with and ...

Without explicit guidance, artificial intelligence tools present risks to data privacy, intellectual property, and regulatory compliance.

Every minute of every day, even the most staunchly self-declared fiduciaries in the wealth management space are breaching their fiduciary obligations when it comes to protecting client data.

Limesh Parekh, MD & CEO of Enjay IT Solutions, shared the importance of good client management software for MFDs during a ...

Beyond the privacy concerns around exposing confidential client data, ... He focuses on generative AI tools and platforms, data management, analytics, platform automation and process improvement.