Beyond Blueprints: Why Financial Services AI Governance Needs Both Architecture and Topology

To meet emerging regulatory expectations, AI governance in financial services must incorporate two complementary structural ...
Forbes

The AI Revolution In Financial Services: Governance’s Critical Role

Anil Sood currently leads the AI Governance practice at EY Canada. Connect with him on LinkedIn. The views expressed here are personal. The influence of artificial intelligence (AI) on the financial ...
Hubbis

Legacy Trust’s Operating Model: Pairing Traditional Fiduciary Strength with Digital Delivery

As that mix has evolved, Liu says Legacy Trust has expanded its ability to support a wider range of assets, alongside ...

Data Governance in Banking, Financial and Insurance Industry

The BFSI industry is a highly regulated sector wherein companies need strong data controls to comply with stringent standards ...
Traders Magazine

Why Investment Managers Must Rebuild Their Operating Models, Not Just Their Technology

While the ambition was sound, the technology and market structure of 20 years ago simply weren’t ready. Today, that same ...

Generative AI in Financial Services: Innovation, Risk, and Customer Experience

Explore generative AI in financial services: how it works, top use cases, customer experience gains, key risks, and ...
Financial Advisor

Has NAPFA Drifted From Its Governing Purpose To Promote Fee-Only Financial Planning?

The National Association of Personal Financial Advisors (NAPFA) has long occupied a unique and respected place in the financial planning profession. Founded in 1984 by visionary investor advocates, ...
Financial Planning

Models slowly but surely gaining ground with advisors, Cerulli says

A larger percentage of advisor practices than ever are using models, but there is much work to be done for wide adoption to take hold. That was among the findings presented during a recent webinar by ...