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.
December 05, 2024
With AI-Driven Personalization, Better Service for More ClientsApplying artificial intelligence smartly boosts advisors' growth while reducing risk and costs, offers fintech expert Rob Pettman.
November 26, 2024
Alera Adopts AI-Powered Benefits and Wealth Management PlatformThe group's retirement plan services practice has integrated new planning capabilities from Tifin at Work.
November 08, 2024
BlackRock's Bitcoin ETF Tops $34B MilestoneIts surge in demand comes amid a broader cryptocurrency rally in the wake of Donald Trump's election.
November 05, 2024
Which Leads Are Most Likely to Become Clients? This AI Tool Helps Advisors Find Out.The technology draws on extensive data and personalized profiling to enhance advisors' prospecting, Catchlight's CEO says.
October 31, 2024
How AI Will Reshape Life SettlementsThe life settlement market is all about data. Artificial intelligence is good at that.
October 25, 2024
CogniCor Rolls Out AI-Powered Platform for AdvisorsThe new technology aims to help advisors "deliver highly personalized advice to clients at scale," the firm states.
October 22, 2024
eMoney Set to Launch Premium Client Portal, New Planning FeaturesCEO Susan McKenna and other executives offered a roadmap for platform innovation in the year ahead.
October 22, 2024
SEC to Boost Scrutiny of AI Tools Used by Advisors, BrokersEarlier this year, the regulator fined two money managers for making allegedly bogus claims about their use of artificial intelligence.
October 21, 2024
CFA Institute Researches AI's Impact on Testing and CurriculumThe use of AI over the next five to seven years could involve making the exams more interactive, says the CFA Institute's CEO.
October 10, 2024
How AI Will Transform Advisors' Investment Management WorkflowWhether you manage your own portfolios or use models, AI is about to make your job easier.