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.
Orion Expands AI Work With Anthropic
By Janet LevauxThe news comes as Orion kicks off its Ascent 2026 conference in San Diego for some 2,000 attendees.
February 18, 2026
4 Musts in the Next Era of Advisor TechIt isn't about simply adding more software — it's about rebuilding the core systems that drive advice.
February 18, 2026
Dani Fava: The AI 'Tipping Point' for RIAs Is HereThe market reaction to Altruist's new tax tool drove home the reality of AI's advancement, the Carson exec says.
February 13, 2026
11 Predictions for Wealth Management in 2035: McKinseyFour business models are likely to prevail, the consultancy suggests.
February 12, 2026
AI Will Make Human Advisors Strong, Morgan Stanley Exec SaysJed Finn dismissed fears that the new systems will crowd out people.
February 12, 2026
Altruist's Big Reveal Sent Wealth Management Stocks Tumbling. Here's What's Really Going On.While investors seemed to take the debut of an AI-powered tax tool as a new threat, an evolution is well underway.
February 11, 2026
Morgan Stanley's Wilson Says Tech Rally Can Run Further on AIThe rout in software stocks has opened up "attractive entry points," he says.
February 10, 2026
Altruist Adds Tax Planning Tools Within AI Platform HazelJason Wenk, founder and CEO of Altruist, said Hazel's features redefine what tax planning means for advisors.