Financial Advisors news and trends

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

Morgan Stanley will launch an artificial intelligence (AI)-powered assistant for financial advisers and their support staff Monday (Sept. 18). Get the Full Story Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins required. yesSubscribe...

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.” Get the Full Story Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins...

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. Get the Full Story Complete the form...

Interviews & Exclusives
Financial Stress Can Become Moment of Engagement for Community Banks  

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, […]

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). Get the Full Story Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins required. yesSubscribe to our daily newsletter, PYMNTS Today. By completing this form, […]

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...