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.
Jeremy Siegel: Big Tech Stocks' Reign Could End in January
By Dinah Wisenberg BrinThe economist suggests rebalancing to other market sectors in early 2025.
December 12, 2024
Big Tech Is Making Index Funds Riskier. Here's What Advisors Can Do.As tech stocks present growing concentration risk, students of history should recognize that market leadership can shift rapidly.
December 05, 2024
With AI-Driven Personalization, Better Service for More ClientsApplying artificial intelligence smartly boosts advisors' growth while reducing risk and costs, offers fintech expert Rob Pettman.
November 27, 2024
Integrated Partners CEO Sees 'Exciting' Years Ahead for RIAsPaul Saganey tells Thinkadvisor about the firm's CPA alliance and navigating the client "complexity curve."
November 26, 2024
Alera Adopts AI-Powered Benefits and Wealth Management PlatformThe group's retirement plan services practice has integrated new planning capabilities from Tifin at Work.
November 08, 2024
BlackRock's Bitcoin ETF Tops $34B MilestoneIts surge in demand comes amid a broader cryptocurrency rally in the wake of Donald Trump's election.
November 05, 2024
Which Leads Are Most Likely to Become Clients? This AI Tool Helps Advisors Find Out.The technology draws on extensive data and personalized profiling to enhance advisors' prospecting, Catchlight's CEO says.
October 31, 2024
How AI Will Reshape Life SettlementsThe life settlement market is all about data. Artificial intelligence is good at that.