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.
December 01, 2022
Envestnet Billing Platform to Give Schwab Advisors More Flexibility: Tech RoundupAdvisors using the Schwab platform and BillFin will gain access to additional capabilities, including flexible billing setup.
December 01, 2022
Morgan Stanley Plans 'Modest Cuts': ReportJob cuts at financial firms have more than doubled in 2022 from a year ago, according to an outplacement firm.
November 30, 2022
BlackRock's Fink: Most Crypto Firms Will Fold"I actually believe most of the companies are not going to be around," the CEO said Wednesday during the New York Times DealBook Summit.
November 22, 2022
Tom Brady, Steph Curry FTX Endorsements Probed by Texas RegulatorPayments the stars received to endorse the crypto exchange are being reviewed, along with disclosures and how accessible they were to retail investors.
November 22, 2022
Family Offices Go Digital With Pershing-Arta DealBNY Mellon | Pershing CEO Jim Crowley and Arta CEO Caesar Sengupta explain how the new platform could impact advisors and wealthy clients.
November 17, 2022
UBS Launches New Offering For UHNW Clients: Tech RoundupAlso, FP Alpha releases second-generation tax projection tool.
November 07, 2022
Feds Score $3B Crypto SeizureProsecutors seized almost $3.4 billion in Bitcoin from a property developer who scammed the dark web marketplace Silk Road.
October 25, 2022
Put Technology to Work for You & Your ClientsTechnology can seem overwhelming, but there are powerful ways to be strategic and use it to build your business, according to Carson Group's CTO.
October 21, 2022
Envestnet Launches Wealth Data Platform for Advisors: Tech RoundupAlso, UBS and Microsoft say they've expanded their cloud partnership.
October 17, 2022
Top 5 Q3 Trends at Merrill Wealth ManagementRecruiting is strong, and more clients are staying even when advisors leave.