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.
Franklin Templeton's AdvisorEngine Picks Up Ex-Merrill Exec
By Jeff BermanNed Dane has been named the fintech firm's chief growth officer, replacing George Tamer.
June 13, 2023
What AI Can, and Can't, Do in Wealth ManagementTechnology and the human touch can complement each other to benefit the end client.
June 08, 2023
Market Can End the Year 'Modestly Higher': Raymond James CIOA mild recession could actually cause investor sentiment to "shift in a positive way," Larry Adam tells ThinkAdvisor.
June 07, 2023
BNY Mellon CEO: Caution on Emerging Tech Can't Spell ComplacencyThe firm's $3.5 billion annual tech budget is money well spent, Robin Vince says.
June 06, 2023
Pershing CEO: AI Has Huge Potential in Wealth Management, Innovation Is Not NegotiableThe firm is using AI to power a next-best action engine in its revamped wealth platform.
June 01, 2023
This ETF Is Crushing the S&P 500 With AI BetsThe $127 million exchange-traded fund has rallied more than 16% so far in 2023, Bloomberg data shows.
May 31, 2023
AI Chatbots Don't Understand AnnuitiesOne popular program offered surface-level detail but got important details wrong, Tamiko Toland of TIAA says.
May 31, 2023
Ritholtz CEO Brown Sells 25% of Nvidia Stake, Taking ProfitsBrown decided to "take something off the table because man, this is one for the ages," he said.