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.
Osaic Taps Finny for AI-Powered Prospecting Tools
By John ManganaroOsaic has made Finny's prospecting technology available to its more than 270 financial institutions and 11,000 financial professionals.
January 28, 2026
Wealth.com Rolls Out Tax Planning PlatformThe solution was built to move users beyond calculating a tax bill and toward architecting a client's future.
January 27, 2026
Banks Prioritize Tech to Boost Advisor Retention and Productivity: CerulliSuch an investment can be a core way to improve efficiency and enhance clients' experience, a report finds.
January 26, 2026
Wells Fargo Taps Amazon Web Services Exec to Expand AI UseThe AI push comes alongside the bank's efforts to cut costs, a key part of CEO Charlie Scharf's turnaround plans.
January 23, 2026
UBS Plans Crypto Trading for Some Clients in Digital-Asset PushThe firm would start with select clients in Switzerland and then possibly expand to the U.S. and Asia-Pacific region.
January 22, 2026
How to Prepare for the SEC's 2026 Exam PrioritiesExaminers are focused on whether firms can demonstrate that their policies and procedures work in practice.
January 22, 2026
Larry Fink: There's No AI BubbleEven so, the BlackRock CEO says that there will be big winners and some losers around the technology.
January 21, 2026
$6B Treasury ETF Becomes Test Bed for Tokenized FinanceOne of Wall Street's most regulated asset classes is being pulled into the orbit of digital finance.