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.
How to Use AI and Technology to Market Smarter
By Marie SwiftIt's creating consistent, relevant communication at scale while preserving the human trust at the center of every client relationship.
May 26, 2026
Chatbots Chase Headlines When Picking Stocks, Research FindsAI tools asked to manage investments recommended undiversified portfolios favoring large, tech-oriented momentum stocks.
May 26, 2026
Nominate Now for ThinkAdvisor's 2026 Luminaries AwardsNominate a candidate before the deadline on June 26. The chosen 2026 Luminaries will be honored at the annual awards ceremony in New York City on Dec. 3.
May 21, 2026
Robert Sofia: What AI Can and Can't Do for Advisor Marketing"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 19, 2026
Ed Yardeni: 5 Reasons This Bull Market Isn't Like the Dot-Com BubbleMost segments have delivered double-digit gains since 2022, the economist notes, so tech spikes are less frothy.
May 15, 2026
OpenAI, Plaid Aim to Bring Tailored Financial Guidance to the MassesUntil now, ChatGPT has only been able to provide generic recommendations.
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.