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.
Envestnet, Dynasty Report Strong Demand for ASx Platform: Tech Roundup
By Jeff BermanAlso, AltsAxis launched an alternative investment platform and social network.
June 24, 2021
State Street to Implement Machine Learning: Tech RoundupAlso, CI Financial led a funding round for a fintech firm.
June 09, 2021
Kitces, Pershing CIO: Advisors Should Use Tech to Offer Better Advice"Our industry really is in the midst of just a huge evolutionary shift," Kitces said during Pershing's Insite conference.
June 02, 2021
Longtime Bank Lawyer Predicts Where Next Financial Crisis Will Come FromRegulators spend too much time micromanaging and too little preparing for crises, Thomas Vartanian tells ThinkAdvisor.
May 21, 2021
8 Top Enforcement Trends FINRA's Watching NowBad actors still lie, cheat and steal, but their methods have changed — and so have FINRA's enforcement tactics.
April 30, 2021
Fintech Firm Launches AI-Driven Digital Assistants for Advisors: Tech RoundupAlso, Signal Advisors raises $16 million to build an end-to-end platform for independent advisors.
April 29, 2021
How Advisors Can Harness Data to Optimize Financial PlanningData-driven digital advancements offer many opportunities for financial advisors to serve clients better.
April 16, 2021
Orion Closes HiddenLevers Deal: Tech RoundupAlso, Envestnet appointed Chris Shutler as head of market intelligence.