You Searched For "technology advisor" and got 18 results
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1 min read
Bill Gates Is Now A 'Technology Advisor' At Microsoft, Guiding Future Product Direction
Microsoft also announced that Bill Gates, previously Chairman of the Board of Directors, will assum…
2 mins read
Biden's top technology advisor has a history of cracking down on Big Tech, and he may land a major role in the new administration
Bruce Reed, who has helped draw up strict privacy legislation, will reportedly take a "major role" …
Isobel Asher Hamilton
2 mins read
BlackRock is buying a stake in a financial technology company to reach more than 90,000 money-managers
The deal deepens an existing relationship between the firms. Envestnet already offers BlackRock's i…
Meghan Morris
2 mins read
What Game of Thrones can teach you about managing money
Jerry Wagner of Flexible Plan Investments spoke with Advisor Perspectives about Fed policy and why …
Jonathan Garber
3 mins read
Vanguard's CEO just revealed it's in the early stages of building a new tech platform for wealth advisors as it goes head-to-head with BlackRock's Aladdin
Asset managers are increasingly interested in building digital tools to work more directly with fin…
Meghan Morris
3 mins read
Investment advisor who lied to clients about knowing the Winklevoss twins will get 2 to 6 years in prison
Financial Planning notes four big changes in advisor technology were discussed at the Technology To…
Jonathan Garber
3 mins read
Financial advisors should try to channel Yoda
"We expect the short-term market price impact on RMB would be gradual and small due to the IMF dela…
3 mins read
Greg Fleming's Rockefeller Capital wants to grow to as many as 200 high-end advisors. The firm's private wealth head describes his ideal candidate.
"We want to get an understanding that these advisors and their teams are going to be with us for th…
Meghan Morris,Rebecca Ungarino
3 mins read
Some financial advisors are not who they say they are
The US Securities and Exchange Commission warns some advisors are not who they say they are. The SE…
Jonathan Garber
7 mins read
We've seen tech M&A booms before - but something is different this time around
To properly gauge the interest of financial sponsors and to advise the board if and when you should…
Betsy Atkins, Baja Corp
2 mins read
The judge was brutal on the Venezuelan financier who ran the biggest Ponzi scheme in Connecticut history
"If the new government goes too far and is inflexible in the negotiations, Greece would run the ris…
2 mins read
Robots could replace as many as 10,000 jobs at Citi's investment bank
Alongside Forese's comments, other major banking executives made similar comments to the FT, with G…
Will Martin
2 mins read
Leonardo DiCaprio is launching a $150 million climate fund
"I am proud to support Princeville Capital as an advisor to their Climate Technology Fund," said Di…
Callum Burroughs
2 mins read
5 Smart Insights For Financial Advisors
After years of money flowing from equities to bonds, the tide began to turn as mutual fund investor…
Lisa Mahapatra
4 mins read
BlackRock says its Aladdin Wealth unit's helping it 'be part of the infrastructure,' and it could drive even more money to the world's largest asset manager
"Aladdin Wealth is helping the financial advisors have the tools to do their job better," Rob Kapit…
Meghan Morris
3 mins read
There are now firms that'll finance your divorce, but it'll cost you
Divorces can get ugly, especially when lots of money is at stake. Wealth Management notes, "As the …
Jonathan Garber
1 min read
Here's how artificial intelligence is helping financial advisors manage portfolios at Raymond James
AI will become "a bigger and bigger part of the industry, but it's already here," CEO Paul Reilly t…
