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.
12 States Where Clients Are Most at Risk of Identity Theft
By Michael S. FischerTax-related identity theft reports have soared 45% since before the pandemic, according to a financial services provider and FTC data.
March 21, 2022
Schwab Launches Thematic Stock ListsThis new resource provides retail clients with access to dozens of investing themes, it says.
March 17, 2022
Edward Jones to Plow $1B Into Tech This Year: Tech RoundupAlso, Pershing X, led by Ainslie Simmonds, announced a new partnership.
March 10, 2022
Envestnet Names a Global Data Exec: Tech RoundupAlso, iCapital is buying Stifel feeder fund platform.
March 03, 2022
New Platform Helps Investors Find Best Advisor Match: Tech RoundupAlso, Nasdaq teams with Hashdex to launch a digital assets curriculum for advisors.
February 17, 2022
AI Bringing Sexy Back to the Back OfficeTech that helps the average advisor has long been promised. Well, it's here.
February 10, 2022
Tifin Launches Advisor Growth Platform: Tech RoundupAlso, YieldX adds eMoney Advisor founder Edmond Walters to its board of advisors.
February 09, 2022
Advisors Need New Estate and Trust Planning Tools as Demand Surges: SurveyOutdated technologies impede customer experience, Envestnet MoneyGuide says.