Financial Advisors news and trends

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

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 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...

Quick Reads
Morgan Stanley to Launch AI-Powered Assistant for Financial Advisers

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 […]

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...