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.
RIAs Using AI Boosted Hiring, Productivity: Study
By Rob BurgessMost practices are using the technology for operations, not investment decisions, new Astraeus research finds.
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.
August 28, 2026
Osaic Appoints Chief AI and Technology OfficerSayee Bellamkonda will oversee the firm's technology strategy in a newly expanded role.
August 28, 2026
15 Countries With the Most BillionairesThe global billionaire population last year grew at its fastest pace since 2020, Altrata research finds.
August 27, 2026
Matt Reiner Says 'Every Human Needs a Human Financial Advisor.' He Thinks AI Can Help.With Capital Investment Advisors, the FPA has developed FPAi Authority to educate advisors on the technology.
August 27, 2026
AssetMark Introduces AI-Powered Talk TracksAlex Pape, chief product and technology officer, said the feature was designed to transform portfolio information into insights.