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.
AI Can't Do Math. So How Does It Handle Portfolio Allocations?
By Rob BurgessWhile LLMs are good at predicting text, they weren't designed for calculations. And it shows.
April 20, 2026
Could Retirement Planning Be the Next AI Frontier for Advisors?While AI-enabled planning tools are hitting the market, there's still far to go, advisors say.
April 16, 2026
Schwab Rolling Out AI Initiatives for Advisors, InvestorsPortfolio Insights is planned for May, an investor AI assistant for June.
April 16, 2026
Wealth.com Raises $65M, Adds Dynasty as InvestorExisting investors like Schwab, Citi Ventures and Google Ventures also participated in the Series B funding round.
April 16, 2026
Docupace Names New Chief Revenue OfficerMike Conlon will oversee Docupace's revenue strategy, aligning sales, marketing and client experience.
April 15, 2026
6 New Findings on What Drives Advisors' Happiness: KitcesOverall, according to the 2025 study, financial advisors reported "notably higher wellbeing" than the general population.
April 15, 2026
Jeremy Grantham: AI Mega-Bubble Meets a Dangerous Global BackdropThere's "no room for excitement" in market forecasting, GMO's co-founder tells ThinkAdvisor. But he sees trouble ahead.
April 15, 2026
Wall Street Banks Cut 5,000 Jobs Even as They Notched Record ProfitsThe bulk of the cuts were at Wells Fargo, followed by Citigroup and Bank of America.