Financial Advisers news and trends

Finance Teams Embrace Innovation as FIs Tap AI Assistants to Boost Efficiency
artificial intelligence // September 18, 2023

As the finance industry becomes increasingly digital, financial institutions (FIs) are recognizing the potential of artificial intelligence (AI) assistants to automate tasks, improve customer experiences, and empower finance teams to focus on higher-value activities. On Monday (Sept. 18), Bank of America announced that it is giving...

Fiserv To Provide Financial Advice Through GoldBean
Business // 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 equip financial institutions to better serve beginning investors. In a press release, Fiserv said the...

Interviews & Exclusives
79% of Millennials and Gen Z Turn to Social Media for Financial Advice

October 14, 2024
Social media algorithms have emerged as influential players in the realm of advice, effectively acting as pseudo-advisers for generations eager for financial literacy. A PYMNTS Intelligence report, “The New Challenges Facing Finance: Algorithms, Finfluencers and the Quest for Reliability,” a collaboration with NCR Voyix, illustrates how digital transformation presents opportunities and challenges for both consumers […]

Quick Reads
Fiserv To Provide Financial Advice Through GoldBean

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 equip financial institutions to better serve beginning investors. In a press release, Fiserv said the capabilities were added through an agreement with financial services startup […]