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.
What Investors Really Think of AI-Generated Advice: Survey
By Michael S. FischerMost, especially the young, want a second opinion from an advisor, according to the CFP Board.
10 Best Robo-Advisors: Q2 2023
August 07, 2023
The SEC's New AI Plan Expands Reg BI — and MoreIndustry attorneys say the plan would impose potentially burdensome conflict-of-interest requirements on BDs and advisors.
August 05, 2023
LPL Puts AI Center Stage at Yearly EventExecutives are emphasizing new AI-powered tools that aim to serve as an advisor's "co-pilot."
August 03, 2023
JPMorgan, Morgan Stanley Face Regulatory Scrutiny Over AI UseMassachusetts' top securities regulator says he's concerned about "the growing and potentially unchecked use" of AI.
August 02, 2023
3 Ways Advisors Can Get Started With ChatGPTYou can use AI to boost your efficiency while improving your communication with clients.
July 28, 2023
Most Pro Investors See Low Risk of Recession in 2023: SurveyRespondents remain cautious, however, as most expressed concern that inflation may hang on longer than expected.
July 27, 2023
LPL Taps New Exec From GoogleAlthea Brown will join the firm in September, replacing Chief Legal Officer Michelle Oroschakoff, who is retiring this fall.
July 26, 2023
SEC Floats New Rules on Digital Nudges, RobosBroker-dealers and advisors could be required to address conflicts of interest associated with AI and predictive data analytics.