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.
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April 21, 2026
How Advisors Can Start Treating AI Like a Tool, Not a ThreatThe strongest use cases are the tasks advisors already do manually and imperfectly, under time pressure.
April 20, 2026
Could Retirement Planning Be the Next AI Frontier for Advisors?While AI-enabled planning tools are hitting the market, there's still far to go, advisors say.
April 16, 2026
Schwab Rolling Out AI Initiatives for Advisors, InvestorsPortfolio Insights is planned for May, an investor AI assistant for June.
April 16, 2026
Wealth.com Raises $65M, Adds Dynasty as InvestorExisting investors like Schwab, Citi Ventures and Google Ventures also participated in the Series B funding round.
April 16, 2026
Docupace Names New Chief Revenue OfficerMike Conlon will oversee Docupace's revenue strategy, aligning sales, marketing and client experience.
April 15, 2026
6 New Findings on What Drives Advisors' Happiness: KitcesOverall, according to the 2025 study, financial advisors reported "notably higher wellbeing" than the general population.
April 15, 2026
Jeremy Grantham: AI Mega-Bubble Meets a Dangerous Global BackdropThere's "no room for excitement" in market forecasting, GMO's co-founder tells ThinkAdvisor. But he sees trouble ahead.