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.
July 28, 2022
SEC's Gensler Steps Up Push to Get Crypto Exchanges to RegisterHe has asked agency staff to work with digital-asset exchanges so that they are "regulated much like securities exchanges."
July 28, 2022
Investors 'Entrenched' in Accessssing Money Through Tech, Study Finds: Tech RoundupSoftware-as-a-Service firm FMG is buying Vestorly, a firm specializing in artificial intelligence-driven content curation for wealth managers.
July 28, 2022
How to Help Nervous Clients NowInvestors don't want wishy-washy conversations about the markets; they want to stress test their portfolios.
July 27, 2022
When Will We Finally Get a Spot Bitcoin ETF?SEC Commissioner Caroline Crenshaw told me where she still has major questions and concerns about the crypto market.
July 21, 2022
Morgan Stanley-Backed Fintech Teams With Schwab on Advisor AI Solutions: Tech RoundupAlso, Orion Advisor Solutions announces new enhancements to the LoneStar 529 Plan.
July 15, 2022
TD Ameritrade Makes More Thinkorswim Enhancements: Tech RoundupAlso, Schwab Advisor Services introduces new enhancements to its onboarding capabilities.
June 23, 2022
BofA Makes Strategic Investment in iCapital: Tech RoundupAlso, Edelman Financial Engines launches Income Beyond Retirement solution for 401(k) plan participants who are in or near retirement.
June 15, 2022
BNY Mellon's Pershing Unveils NetX360+ Advisor Platform at InsitePershing kicked off the conference Wednesday with a visit from the Dallas Cowboys mascot.
June 15, 2022
Goldman, Citigroup, Bridgewater Leaders Imagine Markets in 2052Thirty years ago the internet was in its infancy. What will the next 30 years bring?
June 09, 2022
Riskalyze Increases API Offerings: Tech RoundupAlso, Franklin Templeton teams with iCapital on alternative investing.