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.
Morgan Stanley Plans 'Modest Cuts': Report
By Janet LevauxJob cuts at financial firms have more than doubled in 2022 from a year ago, according to an outplacement firm.
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.
October 06, 2022
Pershing X Teams With Startup to Boost Financial Planning Efficiency: Tech RoundupAlso, Dynasty has teamed with digital platform Allocate to give RIAs access to venture capital investments.