Investment

Recruiter Jeff Nash of Bridgemark Strategies created five calculator tools that aim to help financial advisors understand the key contributors to their revenue, expenses and take-home compensation as they weigh their potential next moves.

Firms are using AI more than ever, but few have adopted clear policies outlining human oversight or how third-party vendors should handle cybersecurity.

The payments company has acquired artificial intelligence firm OpenRouter in a deal that comes as banks consider strategies for large language models and Stripe is rumored to be in talks to buy PayPal.

Jennifer Barker, the bank's global head of payments & trade and depository receipts, says people are more worried about the outcome than how transactions occur. That creates a greater bank role for intelligent routing or payment facilitation, where customers automatically get the best option with little work on the front end.

As the fintech IPO market is on pause and the total number of deals decreases, select firms are still collecting sizable equity checks from private investors.

Most Americans have been at least targeted by fraudsters, and as AI technology gets better the frauds are going to be harder to stop.

T-shaped teams help banks measure AI impact by defining outcomes upfront, tracing results to AI and rolling them into business impact at the enterprise level.

As banks consider how to expand relationships by selling new uses for artificial intelligence, getting clients to trust the innovation is a major challenge.

Bankers in the U.S. can learn a few things from watching the rollout of the European Union's new AI Act. Specifically, they should notice the gaping hole where rules about identity verification ought to be.

Neuberger Berman launched a new junk-bond fund using tokenized securities, a process that has been the focus of crypto firm Securitize for more than a decade.