Morgan Stanley will launch an artificial intelligence (AI)-powered assistant for financial advisers and their support staff Monday (Sept. 18). The investment bank and wealth management firm’s new tool, the AI @ Morgan Stanley Assistant, facilitates access to 100,000 research reports and documents, CNBC reported Monday, citing a...
Xero has started an online petition to convince The Oxford English Dictionary to change its “archaic” definition of the word “accountant.” The petition has received support from the Association of Chartered Certified Accountants (ACCA), the global body for professional accountants. Along with the petition, Gary...
Fiserv, global provider of financial services technology solutions, recently announced the addition of tailored digital advice and education to its Wealth Management Network from Fiserv offerings. The new service will equip financial institutions to better serve beginning investors. In a press release, Fiserv said the...
October 16, 2024
There’s no shortage of static when it comes to financial advisors with wellness advice these days. Social media feeds, banking apps, 24-hour news channels and podcasts are all crowded by influencers, experts and a never-ending deluge of what it takes to be financially secure. In the meantime, inflation’s still a force to be reckoned with, […]
September 18, 2023
Morgan Stanley will launch an artificial intelligence (AI)-powered assistant for financial advisers and their support staff Monday (Sept. 18). The investment bank and wealth management firm’s new tool, the AI @ Morgan Stanley Assistant, facilitates access to 100,000 research reports and documents, CNBC reported Monday, citing a company memo. Reached for comment by PYMNTS, a Morgan Stanley […]
June 27, 2017
Fiserv, global provider of financial services technology solutions, recently announced the addition of tailored digital advice and education to its Wealth Management Network from Fiserv offerings. The new service will...
