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.
LPL Testing Paraplanning, Other Advisor Programs
By Janet LevauxThe firm is learning from innovators such as Peloton and Amazon to offer its advisors more digitally based services.
July 29, 2021
RBC Wealth Selects Broadridge Platform: Tech RoundupTwo fintech executives also join Dynasty Financial Partners.
July 15, 2021
Envestnet, Dynasty Report Strong Demand for ASx Platform: Tech RoundupAlso, AltsAxis launched an alternative investment platform and social network.
July 08, 2021
Broadridge to Offer Hyper-Personalization Tools for Advisors: Tech RoundupAlso, Sterling Trustees joins the Envestnet Trust Services Exchange to provide trust administration services to RIAs and BDs.
June 24, 2021
Envestnet's Dani Fava: Why Entry of Apple, Amazon Into Finance Would Be Good for AdvisorsThese firms are positioned to "finally get into our space and really disrupt it," but that's not bad news, she says.
June 24, 2021
State Street to Implement Machine Learning: Tech RoundupAlso, CI Financial led a funding round for a fintech firm.
June 09, 2021
Kitces, Pershing CIO: Advisors Should Use Tech to Offer Better Advice"Our industry really is in the midst of just a huge evolutionary shift," Kitces said during Pershing's Insite conference.
June 02, 2021
Longtime Bank Lawyer Predicts Where Next Financial Crisis Will Come FromRegulators spend too much time micromanaging and too little preparing for crises, Thomas Vartanian tells ThinkAdvisor.