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.
Wall Street Doesn't Know What to Think About AI Anymore
By Shirin GhaffaryThere's growing concerns that AI will be so disruptive that it upends countless software providers and businesses.
February 24, 2026
LPL Expands Partnership With AnthropicThe announcement came as Anthropic announced new wealth management-focused plugins for its AI assistant, Claude.
February 24, 2026
S&P 500 Rebounds as Anthropic Update Tempers AI AngstThe shift comes a day after the artificial-intelligence "scare trade" pummeled financial and software firms.
February 24, 2026
Orion Expands AI Work With AnthropicThe news comes as Orion kicks off its Ascent 2026 conference in San Diego for some 2,000 attendees.
February 19, 2026
United Planners Signs On to AI Platform Founded by 4 Fintech VeteransHamachi.ai was founded in 2025 by Eric Clarke, Brian McLaughlin, Mike Wilson and Mustapha Baassiri.
February 19, 2026
Steward Partners Taps AI-Powered Prospecting PlatformSteward is starting with a one-year subscription to WealthFeed for 50 lead advisors.
February 18, 2026
4 Musts in the Next Era of Advisor TechIt isn't about simply adding more software — it's about rebuilding the core systems that drive advice.
February 18, 2026
Dani Fava: The AI 'Tipping Point' for RIAs Is HereThe market reaction to Altruist's new tax tool drove home the reality of AI's advancement, the Carson exec says.