Rachel Witkowski is a Tech/AI Reporter at Financial Planning. With a strong focus on finance, fintech, and personal finance, she has reported on critical topics such as financial regulation, mortgage rates, and real estate. Witkowski's work has been featured in prominent outlets including American Banker, Fortune, and Yahoo Finance.
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Based on Rachel Witkowski's article titles, it is clear that her primary focus is on personal finance, particularly mortgage rates, refinance, credit cards, and social security. Her coverage heavily relies on citing data and government announcements.
If you are considering reaching out to Rachel for a potential collaboration or pitching an idea related to the topics she covers, it would be beneficial to provide well-researched insights backed by credible data or analysis. Moreover, if you have access to exclusive financial data or can offer expert commentary supported by relevant statistics or official announcements within the personal finance sector in the US context, your pitch may resonate with her coverage preferences.
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By: Rachel Witkowski
Swiss bank UBS reported a jump in wealth management revenues in the third quarter as profits soared higher than analysts expected. Still, CEO Sergio Ermotti warned of an economic soft landing and uncertainties in the U.S. presidential election.
An industry survey of 200 compliance officers showed that a mere 12% of respondents currently using AI said they also adopted an AI risk management framework; experts said advisory firms need an AI governance plan ASAP.
By: Rachel Witkowski
AI-powered YourStake has since expanded into a comprehensive advisor platform, offering portfolio analytics and meeting automation, claiming to save five hours a week for advisors.
Firms such as Carson Group, Morgan Stanley, Morningstar and Merrill are taking vastly different approaches to naming their AI assistants, with some preferring a human name, a male name or simply no human identifier.
By: Rachel Witkowski
Advisors who specialize in working with neurodivergent clients are finding new technology has helped streamline communication and grow their client bases.
By: Rachel Witkowski
Merrill's digital match program is finding client growth by using an algorithm to pair clients and advisors largely based on personalities rather than asset distribution. Meanwhile, Mercer Advisors uses human matchmakers.
If you live in Florida, Suncoast could be a great option.
The Scoop The Donald Trump team is building its list of candidates to run financial regulatory agencies, people familiar with the process said.
The list of possible candidates to run the financial regulatory agencies under Trump has expanded, with some names closely aligned to the GOP’s agenda.
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