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.
Is It Time to Take Tech Profits and Invest Elsewhere?
By Natalia KniazhevichTechnology shares could come under pressure, says Goldman Sachs, which prefers energy and Japanese shares.
March 22, 2024
Dani Fava Is Leaving EnvestnetShe is moving to "a company well-placed to capitalize on emerging industry trends," she said on LinkedIn.
March 21, 2024
Rob Arnott: On AI, 'Never Short-Sell a Bubble'Investors can avoid the messiness with gains that "average out" of the market, the Research Affiliates head tells ThinkAdvisor.
March 19, 2024
Shaping Wealth Launches New Advisor AI Support ToolThe tool, called Lydia, helps advisors navigate hard conversations, use behavioral marketing and measure clients' money status.
March 18, 2024
SEC Fines Two Firms for Bogus AI ClaimsThe firms made false and misleading statements about using AI, the SEC says.
March 14, 2024
Advisors Plan to Hike Spending on Client-Facing Tech: Survey"Investors are demanding more of their advisors and advisors are poised to deliver," Orion CEO Natalie Wolfsen said.
March 14, 2024
Using AI to Give Clients What They Want, but Aren't GettingShowing prospects what AI can do tends to "sweep them off their feet," FP Alpha's Andrew Altfest says.
March 12, 2024
Couplr AI Launches Tool for Finding 'Orphaned' AccountsThe firm says its technology aims to match advisors and clients with such assets, which should also contribute to business growth.