financial advisors

Financial Stress Can Become Moment of Engagement for Community Banks    
Financial Stress Can Become Moment of Engagement for Community Banks  
October 16, 2024  |  Banking

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...

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Morgan Stanley to Launch AI-Powered Assistant for Financial Advisers
Morgan Stanley to Launch AI-Powered Assistant for Financial Advisers
September 18, 2023  |  artificial intelligence

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...

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Accounting’s Evolution Leads Xero To Petition For Oxford Definition Change
Accounting’s Evolution Leads Xero To Petition For Oxford Definition Change
January 28, 2019  |  B2B Payments

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...

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Fiserv To Provide Financial Advice Through GoldBean
Fiserv To Provide Financial Advice Through GoldBean
June 27, 2017  |  Business

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...

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