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.
With So Many Tech Choices, What's an Advisor to Do?
By Philipp HeckerMichael Kitces' Financial AdvisorTech Solutions Map has broadened to 550 offerings in 36 categories. Many advisors feel lost.
April 16, 2025
Schwab Takes Minority Stake in Wealth.comThe AI estate planning platform's CEO calls the deal “the foundation for something much bigger.”
April 14, 2025
Wealth.com Integrates eMoney DataThe collaboration aims to help advisors deliver more accurate and timely estate planning advice.
April 09, 2025
3 High-Impact Ways Advisors Can Use AIUnsure where to start? Here are three use cases ranked in order of difficulty, where the ROI is clear.
April 08, 2025
LPL Taps Former JPMorgan Exec as Chief Data and AI OfficerVaughn Harvey has held tech leadership roles at several major financial services firms.
April 04, 2025
Roubini Sees More Market Drops AheadTrump "cares more about the bond market and the dollar” than about stocks, the economist said.
April 02, 2025
Cetera Taps Wealth.com Platform for Enhanced Estate PlanningThe move supplies Cetera’s 12,000 advisors with simplified and modernized legacy planning capabilities for their clients.
March 27, 2025
Robinhood Wants to Be Your Clients' Wealth Manager for $250 a YearThe firm also plans to roll out banking services and an AI investment tool later this year.