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.
10 Wealth Management Trends and Projections for 2026 and Beyond
By Michael S. FischerWhile growth is broad-based, profit is less so as advisors grapple with wealth transfers and AI, Oliver Wyman finds.
September 15, 2026
New Bill Would Let IRS Use AI to Detect Tax FraudThe AI Tax Integrity Act would test the potential of using artificial intelligence to spot inaccurate tax returns.
September 15, 2026
Anthropic Releases Claude for Financial AdvisorsThe new suite, unveiled at the Future Proof Festival, connects to BlackRock, Schwab, Vanguard and others.
September 14, 2026
How to Modernize Digital Workflows and Reduce Off-Channel RiskCombing clear policies with consistent procedures is not compliance as burden; it's compliance as practice infrastructure.
September 14, 2026
Despite Major Risks, Financial Pros Doubt AI Will Be SlowedLeaders acknowledge concerns after Anthropic's CEO called for "pacing" further AI development.
September 11, 2026
Younger Investors and AI Are Reshaping Advisor RelationshipsGen Z clients are more likely to say they've switched advisors than any other generation, Betterment Advisor Solutions finds.
September 11, 2026
Wealth Transfer Platform Luminary Raises $22MThe firm, co-founder David Barnard says, built data and AI infrastructure that enables investment, tax and legal collaboration.
September 11, 2026
Life Insurers Court AI AgentsThe newest members of the advice team like content that machines can read.