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 02, 2021
Ric Edelman: Your Clients Are Going to Live to 100. Are You Ready?The RIA pioneer describes the longevity revolution and other shocks he expects will reshape advisors' business.
November 16, 2021
Financial Firms Eye Up Instagram, YouTube; Compliance Pros Remain WarySocial media poses a reputational risk to firms as it explodes in volume and complexity, according to Hearsay Systems.
October 28, 2021
Blockchange, Morningstar Team Up on Crypto: Tech RoundupAlso, Envestnet invested in YieldX, while Addepar acquired AdvisorPeak.
October 14, 2021
Merrill Reports Positive Feedback on New MAX AppThe new mobile advisor experience was launched late last month after a pilot with a few hundred advisors.
October 12, 2021
How to Take Networking, Problem Solving to the Next LevelF2 Strategy's Doug Fritz explains what makes today's advice-focused businesses tick and how data can be an advisor's friend.
October 06, 2021
Cathie Wood's Ark Leaving New York for FloridaThe firm will open its new headquarters on Nov. 1 in St. Petersburg, which is home to Raymond James and Dynasty Financial.
September 29, 2021
Investors Racing Ever Faster to Tech, but They Still Crave Human Advice: SchwabAmid widespread use of financial technology, both new and seasoned investors say they will turn to an advisor in times of uncertainty.
September 16, 2021
RIA in a Box Launches Virtual Desktop, Compliance Dashboard for RIAs: Tech RoundupAlso, Wells Fargo turns to Google and Microsoft for its new digital infrastructure strategy.
September 09, 2021
Riskalyze Expands Connected Trading: Tech RoundupAlso, Broadridge Fi360 Solutions introduces enhanced Decision Optimizer software for financial advisors.
September 02, 2021
Snappy Kraken Delays JOLT Conference: Tech RoundupMeanwhile, the UBS Investment Bank has given new funding to the Lynk AI-driven platform.