CapIntel adds ESG data as it pushes US expansion
CapIntel, which specializes in automated proposal generation, workflow and fund analysis for advisors, announced the new ESG data...
News by FinTech Collective
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Morgan Stanley is testing OpenAI’s chatbot that sometimes ‘hallucinates’ to see if it can help financial advisors
The tool will use the technology’s latest version, GPT-4, which launched this week. It’s currently being tested with 300 advisors, and...
Asset managers warn too much choice is confusing retail investors
The number of investment products has proliferated to the point that they are confusing retail investors, top asset management executives...
Gen Z spending gets supercharged by inflation and wage growth
Most people enter adulthood feeling broke and spending frugally. Not Gen Z. Spending by the youngest group of US adults has been...
Q+A with CapIntel’s CEO James Rockwood on holistic wealth management
The CapIntel platform now serves over 12,000 financial advisors in Canada through partnerships with established financial service firms...
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