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.
Vanilla Rolls Out Estate Planning Assistant for Advisors
By Janet LevauxV/AI Copilot, powered by artificial intelligence, aims to help advisors work with complex documents.
January 14, 2025
Advisor360 Acquires Generative AI Tech DeveloperThe acquisition of Boston-based Parrot AI enables advisors to record, transcribe and summarize meetings.
January 03, 2025
ChatGPT Answers a Question About Life InsuranceAn experienced advisor assesses the AI's answer to a common consumer question.
December 17, 2024
Jeremy Siegel: Big Tech Stocks' Reign Could End in JanuaryThe economist suggests rebalancing to other market sectors in early 2025.
December 17, 2024
Mariner Signs On With Fidelity’s AI-Based Lead-Gen PlatformCatchlight uses artificial intelligence to enrich, analyze and score leads for growth-oriented wealth management firms.
December 16, 2024
3 Ways to Give Better Advice by Understanding BehaviorChanges in lifestyle and behavior are exposing gaps in traditional approaches to retirement planning and life insurance.
December 12, 2024
Big Tech Is Making Index Funds Riskier. Here's What Advisors Can Do.As tech stocks present growing concentration risk, students of history should recognize that market leadership can shift rapidly.
December 05, 2024
With AI-Driven Personalization, Better Service for More ClientsApplying artificial intelligence smartly boosts advisors' growth while reducing risk and costs, offers fintech expert Rob Pettman.