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.
Affluent Clients Need a Reality Check on Long-Term Care Costs
By Allison BellIndustry data whisperer Lily Vittayarukskul looks at the story "statewide average cost" tables don't tell.
August 21, 2026
XYPN Partners With Phone PlatformThe CurrentClient collaboration provides discounts on tools for compliant texting, AI-generated call summaries and other tasks.
August 19, 2026
Trump Asks Congress to Pass Crypto Bill Alongside ExecutivesThe proposal has stalled in the Senate amid a fight over ethics provisions spurred in part by Trump's own involvement in the digital assets sector.
August 19, 2026
How to Scale Up the Smart WayWhen it comes to growing your advisory firm, taking shortcuts adds complexity without building real leverage.
August 18, 2026
FINNY Launches 'Pay-as-You-Grow' Fee ModelEden Ovadia, the prospecting platform's CEO and co-founder, says the change was prompted by advisor feedback.
August 14, 2026
Nvidia's $500B Plan Envelops Wall Street in Its AI FrenzyWith the partnership out in the open, firms like Goldman and JPMorgan are standing by to arrange hundreds of billions of dollars in financing for chip deals.
August 14, 2026
New Nitrogen Tools Gauge Clients' Insurance NeedsThe Insurance Center will help advisors develop strategies for life insurance, long-term care and retirement income.
August 13, 2026
Your Clients Want to Talk About Estate Planning. Don't Shy Away.Done right, the process can lead to stronger client relationships and increased AUM, Vanilla's Gene Farrell says.