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.
Schwab Unveils AI Portfolio Insight Tool for Retail Clients
By Dinah Wisenberg BrinThe investment services firm expects the feature, offering information but not advice, to be fully available this month.
April 30, 2026
Jump Adds to Leadership Team, Announces New CollaborationOver the past few months, the AI-powered operating system has expanded its focus beyond note-taking.
April 27, 2026
Osaic Adds AI-Powered Documentation PlatformScribe is meant to streamline workflows, accelerate onboarding and improve operational consistency, the wealth management firm says.
April 27, 2026
Vanguard CEO: Individual Investors a 'Great Stabilizing Force'Vanguard is adding AI to its advisor tools and its robo-advice service, Salim Ramji said.
April 24, 2026
AI-Themed ETFs Don't Make Sense for Most Clients, Analysts SayDozens of such ETFs exist, but fund experts say there are better options for AI exposure.
April 24, 2026
Boutique ETF Hits $1.5B in Just 10 DaysRoundhill Investments launched a fund called DRAM, which holds a handful of memory-chip stocks, earlier this month.
April 22, 2026
AI Financial Plans Can Be Polished, Personalized and Wrong, Advisors SayAdvisors are starting to see clients come to them with AI-generated plans and asking their thoughts.
April 21, 2026
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