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.
GTCR Closes FMG Acquisition, Names Mark Casady Executive Chairman
By John ManganaroThe former LPL CEO says he's "thrilled" to join FMG at such a pivotal time.
September 09, 2025
What a Former Fed President Expects for Stocks, Jobs, Rate CutsA 50 basis-point cut this month is unlikely, Rob Kaplan said at the Future Proof Festival.
September 03, 2025
An Advisor’s Edge in the Age of AIThe technology cannot replicate empathy, trust and judgment — or the human actions they inspire.
September 02, 2025
How Future Proof Redefined Advisor Conferences in 4 Short YearsMatthew Middleton discusses the secret sauce that has helped the wealth management gathering surpass his biggest expectations.
August 30, 2025
Docupace Unveils AI Roadmap for Wealth ManagementFirms that embrace intelligent automation will lead the next decade’s competition, according to the software provider.
August 28, 2025
Record Attendance Expected at 2025 Future Proof FestivalMore than 5,000 advisors, wealth managers and other professionals are anticipated to be at the educational and networking event.
August 26, 2025
Perfectionist? Achiever? Investigator? How Clients' Personality Type Informs Their Investment StyleAwareness of nine personal styles through the Enneagram can help advisors better relate to clients, author Benjamin Tan maintains.
August 25, 2025
Beware of AI-Washing in WealthtechMany "AI-enabled" tools are little more than rules-based scripts wrapped in a new interface.