Artificial Intelligence
Get the latest news and insights on artificial intelligence (AI), machine learning (ML) and natural language processing (NLP), and how these developments impact financial advisors, the wealth management industry and more.
OpenAI, Plaid Aim to Bring Tailored Financial Guidance to the Masses
By Paige SmithUntil now, ChatGPT has only been able to provide generic recommendations.
May 13, 2026
Vestmark Launches AI Tool With Portfolio MonitoringPulse evaluates events and suggests portfolio actions.
May 13, 2026
Schwab Plans to Use AI to Boost Service for Clients With Less Than $1MAI will enable Schwab to provide "some of the same personalized insights" wealthier clients get, says CEO Rick Wurster.
May 12, 2026
Wells Fargo Launches Advisor GatewayThe giant bank's platform offers access to more than 200 tools and applications.
May 12, 2026
The Big Question Looming Over Bonuses This YearComp experts predict one of two outcomes: market momentum drives modest increases, or a big shock drains bonus pools.
May 11, 2026
What Makes Financial Planners Successful: SurveyThe College for Financial Planning asked graduates about their motivations and their biggest challenges.
May 08, 2026
Stocks Hit Record on Jobs Data as Chipmakers SurgeA revival of the AI trade has fueled an 11% jump in a gauge of semiconductors since last Friday.
May 08, 2026
ThinkAdvisor 2026 Luminaries Awards FAQDo you have questions about how to submit nominations this year? We've got answers for you!