How two advisor tech companies battled it out in patent court
It took a jury only two hours of deliberation to decide the patent case between advisor tech firms CellTrust and ionLake.
Source: investmentnews.com
Page 2 - Redtail Speak News Today : Breaking News, Live Updates & Top Stories | Vimarsana
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Top News In Redtail Speak Today - Breaking & Trending Today
Orion launches ChatGPT Integration as Morgan Stanley investors hype advisor AI: Wealthtech Weekly
Plus, Vestwell partners with JPMorgan, and TIFIN Wealth provides free access to NAPFA-aligned advisors
Source: financial-planning.com
Investment Product and Service Launches
Savvy Ladies expands free financial helpline; GreenHill launches performance reporting solution; AI chatbot Mo debuts on Morningstar platforms; and more.
Source: plansponsor.com
Orion Debuts 'Redtail Speak' ChatGPT Integration
Orion Advisor Solutions joins others in the industry embracing generative artificial intelligence.
Source: wealthmanagement.com
ChatGPT Use Will Become an Industry Trend: Brian McLaughlin
One challenge, however, will be concerns about whom clients are really talking to, the Orion exec tells ThinkAdvisor.
Source: thinkadvisor.com