Displaying items by tag: technology

Wednesday, 20 August 2025 03:43

New AI Tools Help Advisors With Personalization

Farther has launched an AI-powered Investment Proposal tool, designed to help advisors generate customized client proposals in under 10 minutes. Built entirely in-house, the tool consolidates tasks that once required multiple platforms into a single secure system, ensuring both efficiency and compliance. 

 

It analyzes a prospect’s existing portfolio, compares it against Farther’s investment models, and produces tailored recommendations that advisors can further refine. The goal is to streamline onboarding while delivering more personalized and client-friendly proposals, helping prospects better understand their options. 

 

Advisors already using the tool say it allows them to focus more on strategy and client conversations, making their pitches more effective. 


Finsum: AI continues to modernize wealth management by blending automation with human expertise.

Published in Bonds: Total Market
Wednesday, 30 July 2025 07:33

Crypto Just Got a Huge Tech Boost

PayPal announced a new service called “Pay with Crypto,” which will enable businesses to accept over 100 types of cryptocurrencies, including bitcoin and ethereum. The system allows users to pay with popular crypto wallets like Coinbase and MetaMask, with all payments instantly converted into fiat or PayPal’s U.S.-dollar-backed stablecoin, PYUSD. 

 

Aimed at streamlining cross-border transactions, the service promises lower fees, with a promotional 0.99% transaction rate through July 2026—well below typical credit card processing costs. 

 

CEO Alex Chriss highlighted that merchants can receive dollars within seconds, bypassing the volatility and technical challenges typically associated with crypto payments. Businesses can begin opting into a beta rollout in the coming weeks, with broader availability expected later this year. 


Finsum: The launch coincides with a major policy shift as the GENIUS Act, the first U.S. crypto legislation, was recently signed into law, solidifying regulatory support for stablecoins and digital assets.

Published in Wealth Management
Saturday, 19 July 2025 11:38

This Precious Metal Has Tech Value

Ruthenium, a rare platinum group metal, has nearly doubled in price over the past year to $800 an ounce, outperforming gold and silver thanks to surging demand from artificial intelligence applications. The metal’s unique hardness and conductivity make it ideal for hard disk drives used in data centers powering AI, where it enables high-density storage through ultrathin coatings. 

 

Unlike widely traded metals, ruthenium is sourced only as a byproduct of platinum mining, with global output limited to just 30 tons annually—a figure expected to decline further due to underinvestment. Analysts predict a supply deficit next year as demand outpaces dwindling production, intensifying competition for this obscure element. 

 

Despite being used in tiny quantities, ruthenium’s role in expanding cloud infrastructure is critical, with hard disk sales projected to rise 16% in 2025. 


Finsum: Unless alternative technologies emerge, ruthenium’s strategic value and price are likely to climb even higher.

Published in Wealth Management
Wednesday, 09 July 2025 02:52

AI is a Must in Your Infrastructure Portfolio

The U.S. equity market remains a hotspot for high-growth opportunities, particularly within the AI infrastructure sector, where companies like Super Micro Computer (NASDAQ: SMCI), or Supermicro, are helping shape the next wave of computing. 

 

Specializing in powerful server and storage systems tailored for AI and high-performance computing (HPC), Supermicro is seeing a surge in demand as enterprises ramp up their investments in AI workloads. Despite a temporary stock slump sparked by a short-seller report and delayed financial filings, an internal review cleared the company of wrongdoing, helping to restore investor confidence. 

 

Now trading at more than 60% below its peak, Supermicro offers a compelling entry point for investors seeking discounted exposure to cutting-edge AI infrastructure. Its proprietary Data Center Building Block Solutions and liquid cooling technologies give it an edge in energy efficiency and scalability—both crucial in a market increasingly focused on sustainable computing. 


Finsum: The AI era will require a huge amount of infrastructure in order to hold up to the rising demands, investors should consider this cross over. 

Published in Wealth Management
Wednesday, 28 May 2025 08:13

Vanguard Gives Advisors a New AI Tool

Vanguard has introduced a generative AI-powered tool designed to help financial advisors create personalized, compliant client communications more efficiently. The tool generates tailored summaries of Vanguard’s most-read market insights, adjusting for client knowledge level, life stage, and preferred tone. 

 

It also automatically includes the appropriate disclosures, streamlining the compliance process. Lauren Wilkinson, head of advisor technology, emphasized that this beta-tested tool reflects Vanguard’s broader push to integrate innovative technologies that support both advisors and clients. 

 

Beyond AI, Vanguard is also exploring cutting-edge fields like spatial computing, quantum technology, and blockchain to enhance investor outcomes and deliver deeper personalization.


Finsum:  AI can enhance advisor effectiveness by enabling more customized and meaningful client interactions.

Published in Wealth Management
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