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.
Why the Envestnet-Vestmark Deal Matters for Advisors
By Rob BurgessThe transaction, experts say, will increase advisors' capabilities while moving Envestnet further into the BD space.
September 09, 2026
Where Advisors Find Value, and Risk, in AI: MorningstarAdvisors say generative AI saves them time, but many are shocked by the costs, new research finds.
September 04, 2026
RIAs Using AI Boosted Hiring, Productivity: StudyMost practices are using the technology for operations, not investment decisions, new Astraeus research finds.
September 04, 2026
Envestnet Plans $35M 'Surge' Investment in Tamarac RIA PlatformReport Studio, AI tools, Custom Model Solutions and MoneyGuide integration are among the new capabilities.
September 03, 2026
Advisor Makes Case for Dividend Growth as an Income Strategy"When you're only withdrawing from the fruit of the tree ... you're not going to run out of tree," David Bahnsen maintains.
September 02, 2026
Merit Names LPL, UBS Veteran to New Tech Chief PostJohn Rajes joins amid rapid growth for the firm, which recently completed its 61st acquisition.
September 02, 2026
Altruist Introduces AI-Powered Financial Planning AgentThe announcement follows a tax planning deployment that sent wealth management stocks tumbling in February.
September 02, 2026
Meet the Luminaries Class of 2026 FinalistsMore than 380 financial services firms and groups are being recognized for exemplary leadership, innovation and community impact.