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.
6 New Findings on What Drives Advisors' Happiness: Kitces
By Dinah Wisenberg BrinOverall, according to the 2025 study, financial advisors reported "notably higher wellbeing" than the general population.
April 10, 2026
Schwab: Two Ways to Size Crypto Exposure, With Risk in FocusEven a small allocation to digital currency can carry big risks, the asset manager warns.
April 09, 2026
Goldman Embraces AI's 'Picks and Shovels' With More Capex AheadThere's still lots of opportunity "to compound wealth and growth" in AI's fundamental ecosystems, said Brook Dane.
April 09, 2026
Vanguard Debuts 'Expert Insights' AI Portfolio ToolThe tool gives advisors direct access to the asset manager's portfolio analysis expertise, it says.
April 09, 2026
This AI Tool Coaches Advisors on the Human Side of AdviceFocal's agentic platform gives advisors feedback on improving empathy, listening actively and asking better questions, CEO John Connell says.
April 08, 2026
Morgan Stanley Debuts Bitcoin ETF as Price Slump Rattles HoldersIt joins 10-plus spot-Bitcoin ETFs that launched over the past two years and collectively command over $85 billion in assets.
April 07, 2026
Morgan Stanley Plans Private Credit Fund Even as Investors FleeThe North Haven Strategic Credit Fund may include "a wide spectrum of credit strategies," an SEC filing states.
April 06, 2026
How Bob Doll's 10 Predictions for 2026 Are Holding UpStock are marginally oversold and the bull market probably won't resume during the Iran war, he says.