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.
Why Advisors Need to Be Transparent About AI
By Matt SommerClient reaction depends heavily on whether their financial professional's use of the technology feels helpful or hidden.
June 24, 2026
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How to Handle Client FearsLiam Hanlon, an executive at the AI firm Jump, suggests that advisors treat anxiety "as a calendar problem."
June 24, 2026
Humanity Labs Names Former Osaic Exec Head of WealthDimple Shah will help the AI workforce company forge partnerships with wealth management firms.
June 24, 2026
State Street Ends Invesco's 27-Year Monopoly on Nasdaq 100 ETFsThe new ETF charges 10 basis points a year, below QQQ's 18-basis-point fee.
June 24, 2026
From Chatbots to Workflows: Where AI Creates Advisor CapacityThe technology will reach its wealth management potential only when it moves beyond tools.
June 24, 2026
Wealth Survey Shows AI Losing Out to Humans in Key AreasThe HSBC poll shows that 62% of wealthy people still turn to human professionals as the main source of investment ideas.
June 22, 2026
New Planners Are Being Shut Out of RIAs Despite Advisor ShortageIt's not just because of AI, New Planner Recruiting co-founder Caleb Brown tells ThinkAdvisor.
June 22, 2026
Mass Affluent Investors Are Losing Interest in Wealth ManagersThese clients now get "something close to private-banking quality from AI," said Debasish Patnaik, a senior partner at McKinsey.