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.
Fintech Startups Vie for Funding at ScratchWorks Season 4
By Timothy WelshThree finalists had 15 minutes each to win deep-pocketed investors over.
April 21, 2022
4 Ways Financial Advice Is Changing: EYWealth advice is evolving, a new Ernst & Young report says. Firms must adapt or risk being left behind.
April 21, 2022
Envestnet to Offer New Data, Digital Solutions: Tech RoundupAlso, WisdomTree introduces Portfolio and Growth Solutions, providing customized portfolio and asset allocation services for RIAs and IBDs.
April 20, 2022
Life Insurers Are Testing Low-Code and No-Code Programming SystemsAite-Novarica says chatbots and AI systems that can handle unstructured text are also hot.
April 13, 2022
Money Management Is Out, Personalization and Planning Are In: Fidelity ExecMichael Durbin of Fidelity Institutional discussed some findings on how clients would like advisors to spend their time.
March 17, 2022
Edward Jones to Plow $1B Into Tech This Year: Tech RoundupAlso, Pershing X, led by Ainslie Simmonds, announced a new partnership.
March 10, 2022
Envestnet Names a Global Data Exec: Tech RoundupAlso, iCapital is buying Stifel feeder fund platform.
March 03, 2022
New Platform Helps Investors Find Best Advisor Match: Tech RoundupAlso, Nasdaq teams with Hashdex to launch a digital assets curriculum for advisors.