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.
Shaping Wealth Launches New Advisor AI Support Tool
By John ManganaroThe tool, called Lydia, helps advisors navigate hard conversations, use behavioral marketing and measure clients' money status.
March 14, 2024
Using AI to Give Clients What They Want, but Aren't GettingShowing prospects what AI can do tends to "sweep them off their feet," FP Alpha's Andrew Altfest says.
March 12, 2024
Couplr AI Launches Tool for Finding 'Orphaned' AccountsThe firm says its technology aims to match advisors and clients with such assets, which should also contribute to business growth.
March 07, 2024
New Marketing Rule, AI in SEC Examiners' Crosshairs"You're going to see us focusing on marketing in almost every exam," SEC's Natasha Vij Greiner says.
March 07, 2024
Must-Do Steps to Prepare for AI ComplianceWhile we're in the first stages of regulation, it's not too early to plan approaches to the technology.
February 29, 2024
The Trends Driving 2024 RIA Dealmaking, in 5 ChartsThe next-gen talent shortage is starting to hit hard, DeVoe & Co. finds.
February 23, 2024
Estate Planning Is 'The Next Frontier' for Advisors: Steve Lockshin"This is true for anybody who has any wealth at all," the Vanilla founder tells ThinkAdvisor.
February 21, 2024
SEI Invests $10M in Platform Maker TIFINThe news comes about two months after the firm said it was buying the alts platform Altigo.