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.
FP Alpha Adds Automation Features to Estate Lab Platform
By John ManganaroThe updates are timely in light of upcoming tax changes, CEO Andrew Altfest says.
August 16, 2024
Snappy Kraken Rolls Out New Marketing PlatformThe firm is deepening its commitment to the enterprise segment of the advisor industry, CEO Robert Sofia says.
August 16, 2024
20 Fastest-Growing Financial Services Firms in the U.S.Companies on Inc.'s list are ranked according to their sales growth from 2020 through 2023.
August 15, 2024
Vanilla Estate Planning Platform Wins Backing From Edward JonesVanilla aims to use the funding to expand its platform, including embedded AI capabilities.
August 07, 2024
Senators Probe Social Security Administration's AI UseThe Finance Committee is exploring how the agency is ensuring that its systems "are being deployed responsibly."
August 07, 2024
Blackstone Targets Richer Clients Than Its Rivals for a New FundThe private equity firm will only sell its latest product to those with at least $5 million of investments.
August 02, 2024
Morgan Stanley Advisors Told They Can Pitch Bitcoin ETFsOther wirehouse firms sell approved ETFs to some clients, but do so on an unsolicited basis.
July 29, 2024
Trump Pledges to Fire Gensler, Hire People Who 'Love' CryptoThe politician said he would fire the SEC chair and pick crypto-friendly regulators if he returns to the White House.