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.
Wall Street Banks Cut 5,000 Jobs Even as They Notched Record Profits
By Yizhu WangThe bulk of the cuts were at Wells Fargo, followed by Citigroup and Bank of America.
April 09, 2026
Vanguard Debuts 'Expert Insights' AI Portfolio ToolThe tool gives advisors direct access to the asset manager's portfolio analysis expertise, it says.
April 09, 2026
This AI Tool Coaches Advisors on the Human Side of AdviceFocal's agentic platform gives advisors feedback on improving empathy, listening actively and asking better questions, CEO John Connell says.
April 08, 2026
Morgan Stanley Debuts Bitcoin ETF as Price Slump Rattles HoldersIt joins 10-plus spot-Bitcoin ETFs that launched over the past two years and collectively command over $85 billion in assets.
April 07, 2026
Morgan Stanley Plans Private Credit Fund Even as Investors FleeThe North Haven Strategic Credit Fund may include "a wide spectrum of credit strategies," an SEC filing states.
April 06, 2026
How Bob Doll's 10 Predictions for 2026 Are Holding UpStock are marginally oversold and the bull market probably won't resume during the Iran war, he says.
April 06, 2026
BlackRock Files to Challenge Invesco's Nasdaq 100 ETF MonopolyThe iShares Nasdaq 100 ETF would follow the technology-heavy index and trade under the ticker IQQ.
April 03, 2026
33 Undervalued Stocks to Buy in a Volatile Market: MorningstarThe researchers looked at valuations through two lenses — by investment style and by industry sector.