Conversations are the backbone of what financial professionals do with clients. So how do you make those conversations more compelling? By being mindful of substance and structure. Barrett Kemp, vice ...

Elastic NV (NYSE:ESTC) on Tuesday launched Agent Builder, a new set of tools powered by Elasticsearch that enables developers to build custom AI agents using company data within minutes. Agent Builder ...

Alchelyst, a fund administrator for alternative asset managers, and Lyra Client Solutions, a client servicing organization spun out from Apollo (NYSE: APO), announced a merger to form a private ...

NEW YORK--(BUSINESS WIRE)-- Alchelyst, a leading full-service fund administrator for alternative asset managers, and Lyra Client Solutions (“Lyra”), a technology-enabled client servicing organization ...

This article does not contain investment advice or recommendations. Every investment and trading move involves risk, and readers should conduct their own research when making a decision. While we ...

After completing IRC’s financial coaching program, M—a passionate, tenacious young entrepreneur in her early twenties living in Los Angeles—reflected on just how far she had come. She had recently ...

New rules to let state-registered investment advisors publish testimonials and online reviews from their clients have been proposed by the North American Securities Administrators Association (NASAA), ...

Banks are racing to deploy generative AI tools to their employees. Business Insider has reported on how some of finance's biggest banks are approaching the technology. Citi is 'accelerating' its ...

I am seeing numerous tests now that seem to prove that OpenAI's ChatGPT search feature is using Google Search's index or search results page to serve its own search results. First, Abhishek Iyer ...

In global organizations, complexity is a given. Different regions, departments and time zones all come with their own systems and priorities. It’s easy to let structure take the driver’s seat. But in ...

The tech billionaire, who has publicly feuded with President Trump, wrote on social media that he would be creating “the America Party,” though he hadn’t yet filed paperwork. By Theodore Schleifer ...