Accenture Capital Markets

OCTOBER 5, 2022

As a firm and individually, we have been actively studying the use of artificial intelligence (AI) in wealth management—and more specifically how investment advice generated through AI is sought out and applied—for the past three years in its many different applications across the industry.

Management 98

Management Investment Advice Investors Capital Market 98

The TRADE

APRIL 30, 2024

The regulation entered its final phase in September 2022 , bringing its six-year implementation journey to an end. Reg BI represented a notable regulatory overhaul in the financial market, particularly for broker-dealers, investment advisers, and financial professionals who provide investment advice to retail clients.

Financial Institution 69

Financial Institution Financial Market Risk Management Banking 69

Mergers and Inquisitions

JANUARY 8, 2025

Ive said before that nothing on this site is meant to be investment advice. That said, my annual investment/market updates always get a lot of traffic, so I thought it might be interesting to follow up on this years update with more of an advice article.

Investment 59

Investment Portfolio S&P Trading 59