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.
New Platform Helps Investors Find Best Advisor Match: Tech Roundup
By Jeff BermanAlso, Nasdaq teams with Hashdex to launch a digital assets curriculum for advisors.
February 09, 2022
Advisors Need New Estate and Trust Planning Tools as Demand Surges: SurveyOutdated technologies impede customer experience, Envestnet MoneyGuide says.
February 08, 2022
The ABCs of NFTs: What You Need to KnowHere's what you should understand about non-fungible tokens in order to educate your clients about this emerging asset class.
February 07, 2022
IRS to End Use of Facial Recognition on Tax AccountsResearch has shown that AI-driven facial recognition software often makes mistakes with darker-skinned people.
February 07, 2022
4 Things Your Financial Planning Software Should DoWhether you're looking for a specific tool or a general CRM, here's what to keep in mind.
January 27, 2022
Kestra Teams With AdvicePay to Offer Fee-for-Service Planning: Tech RoundupAlso, Riskalyze appointed Dr. Shari Hensrud as vice president of risk and analytics.
January 26, 2022
4 WealthTech Predictions for 2022The shift to a unified managed household approach will continue to gain momentum.
January 24, 2022
Fidelity Launches RegTech BusinessSaifr, developed in Fidelity Labs, uses AI to help financial institutions create compliant public communications.