Finance News
Carson Tech Council Seeks to Create AI-enabled 'Cyborg Advisors'
Carson Group replaced its chief technology officer with a four-person technology team as the firm moves to embrace AI-enabled efficiencies.
By NB
Sep 27, 2023
401(k) Participants Held Back by Industry Competition, Consolidation, Conflicts of Interest
Fee compression, unnecessary friction and antiquated technology are inhibiting convergence.
By NB
Sep 27, 2023
Adjusted for Risk: Equity Hedging in Focus with Swan Global Investments' Marc Odo
Swan Global's Mark Odo details why financial advisors should incorporate equity hedging into client portfolios.
By NB
Sep 27, 2023