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.
Robert Sofia: What AI Can and Can't Do for Advisor Marketing
By Jane Wollman Rusoff"To say that AI is the answer to marketing is like saying the keyboard is the answer to writing," the Snappy Kraken CEO says.
May 15, 2026
Generative AI Is a Powerful Tool for Advisors, With LimitsThe firms that succeed in using AI agents will be the ones that prioritize effective governance.
May 15, 2026
Kitces: How AI Could Worsen the Advisor ShortageThe technology, the planner suggests, could lead firms to gut entry-level roles, creating experience gaps.
May 13, 2026
Vestmark Launches AI Tool With Portfolio MonitoringPulse evaluates events and suggests portfolio actions.
May 13, 2026
Schwab Plans to Use AI to Boost Service for Clients With Less Than $1MAI will enable Schwab to provide "some of the same personalized insights" wealthier clients get, says CEO Rick Wurster.
May 12, 2026
Wells Fargo Launches Advisor GatewayThe giant bank's platform offers access to more than 200 tools and applications.
May 12, 2026
The Big Question Looming Over Bonuses This YearComp experts predict one of two outcomes: market momentum drives modest increases, or a big shock drains bonus pools.
May 11, 2026
What Makes Financial Planners Successful: SurveyThe College for Financial Planning asked graduates about their motivations and their biggest challenges.