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.
Altruist Adds Tax Planning Tools Within AI Platform Hazel
By John ManganaroJason Wenk, founder and CEO of Altruist, said Hazel's features redefine what tax planning means for advisors.
February 06, 2026
Dynasty Closes Minority Capital RaiseInvestors in the financial services company include Schwab, BlackRock and JPMorgan.
February 05, 2026
FMG Acquires Testimonial iQTestimonial iQ is an online reputation management platform for the wealth management industry.
February 04, 2026
TaxStatus' Jump Integration Links IRS-Verified Data to Planning PlatformThe partnership reflects growing demand in the advisor space for verified financials and AI-powered planning.
February 04, 2026
Helping Advisors Turn AI Curiosity Into ApplicationThis year's T3 Conference will feature a full day of observing, thinking and doing around the emerging technology.
February 04, 2026
4 Tips for Advisors to Stand Out: MorningstarThey must build trust and act as partners, the researcher suggests, not simply focus on returns and risk.
February 03, 2026
FSI Wants These Advisor Rules Modernized in 2026Two big priorities: Off-channel communications and an updated accredited investor definition.
February 02, 2026
AI Leads Family Office Investment Themes: JPMorganThey increasingly favor investments in the infrastructure and services powering the AI boom, a Private Bank exec says.