FINRA study shows consumers trust AI about the same as an advisor — in some situations financial-planning.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from financial-planning.com Daily Mail and Mail on Sunday newspapers.
After ending 2022 with a $11 million capital raise, the two-year-old fintech is kicking off the new year by adding 30 years of wealth management experience to its ranks.