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.
Osaic Appoints Chief AI and Technology Officer
By Rob BurgessSayee Bellamkonda will oversee the firm's technology strategy in a newly expanded role.
August 27, 2026
Vanilla Launches Tool for Family Access to DocumentsVanilla Safe provides household members with important information in an emergency.
August 21, 2026
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AI Rules for Advisors Aren't Here Yet. The Compliance Risks Are.Advisors should expect regulators to scrutinize their AI use under existing rules.
August 21, 2026
XYPN Partners With Phone PlatformThe CurrentClient collaboration provides discounts on tools for compliant texting, AI-generated call summaries and other tasks.
August 19, 2026
How to Scale Up the Smart WayWhen it comes to growing your advisory firm, taking shortcuts adds complexity without building real leverage.
August 18, 2026
FINNY Launches 'Pay-as-You-Grow' Fee ModelEden Ovadia, the prospecting platform's CEO and co-founder, says the change was prompted by advisor feedback.
August 14, 2026
New Nitrogen Tools Gauge Clients' Insurance NeedsThe Insurance Center will help advisors develop strategies for life insurance, long-term care and retirement income.
August 13, 2026
Your Clients Want to Talk About Estate Planning. Don't Shy Away.Done right, the process can lead to stronger client relationships and increased AUM, Vanilla's Gene Farrell says.