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.
CFP Board Publishes AI Ethics Guide for Advisors
By John ManganaroThe document helps CFP professionals apply artificial intelligence tools while adhering to the organization’s code and standards.
February 18, 2025
Wedbush Enters ETF Market, Launches Wedbush Fund AdvisersThe Wedbush IVES AI Revolution ETF is a passive fund that will aim to track an AI index.
February 12, 2025
Advisor Shortage Could Reach 100,000 by 2034: McKinseyAs Americans have become wealthier and their needs more complex, their demand for services is growing, research finds.
February 11, 2025
Snappy Kraken Launches Enterprise Marketing Hub, Updates Campaigns AppNew tools can streamline advertising campaign creation while providing improved data analytics and reporting.
February 07, 2025
Orion’s Secret Sauce? Leadership, Reinvestment and Passion"I believe we can triple the size of our industry in the next 15 years," CEO Natalie Wolfsen says.
February 04, 2025
1 in 4 Clients Would Consider Switching Advisors After $1M Inheritance: SurveyWhile overall satisfaction rates are high, millennials are the most likely to invest a windfall elsewhere, Orion finds.
January 31, 2025
What If Life and Annuity Issuers Use Vendors With Bad AIs?Regulators are wrestling with questions about how to handle the service providers' tech.
January 30, 2025
Gary Shilling: Cautious Investing Stance Vindicated, for NowThe advisor and economist is waiting "until the dust settles" before changing investment themes.