As the learning capability of machines continues to improve, advisors are increasingly finding themselves outmaneuvered by robots.  These digital advisors are particularly appealing to millennials, who now represent close to half of the U.S. online banking population.  To that end, there is a technological gap as well as a demographic vulnerability that advisors are facing, especially as they help consumers ...

Wealth management firms of all sizes are trying to streamline their operations to benefit clients, and mobile is a prime example, according to the recent Financial Planning Tech Survey.  Forty percent of respondents cited mobile apps as a potential difference maker for the industry.  This article will cite which technologies offer the most promise to advisors, and which could fall by the wayside. To read th ...

Creativity is a very 21st century virtue.  Relying on your skills as a technician does not seem like a very good idea in the nascent age of AI, regardless of your field.  But being able to generate innovative and imaginative ideas can mark you out as a star, a shining goose laying golden eggs. To read the full article in Management Today, click: Four Ways to Generate Ideas Fast. ...

CFOs are eager to make the finance function more efficient and useful.  Samantha White, CGMA Magazine senior editor, explains what leading finance functions have in common. To read the full article in CGMA Magazine, click: Six Traits of Leading Finance Functions. ...