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.
FSI Wants These Advisor Rules Modernized in 2026
By Melanie WaddellTwo big priorities: Off-channel communications and an updated accredited investor definition.
January 29, 2026
Osaic Taps Finny for AI-Powered Prospecting ToolsOsaic has made Finny's prospecting technology available to its more than 270 financial institutions and 11,000 financial professionals.
January 28, 2026
Raymond James Launches AI Operations AgentDubbed Rai, the tech uses natural language processing and generative AI to support advisors' daily work.
January 28, 2026
Fidelity Investments to Launch Stablecoin in Coming WeeksThe digital assets have grown in popularity since July's passage of the first federal regulatory framework for stablecoin issuers.
January 28, 2026
Wealth.com Rolls Out Tax Planning PlatformThe solution was built to move users beyond calculating a tax bill and toward architecting a client's future.
January 27, 2026
Banks Prioritize Tech to Boost Advisor Retention and Productivity: CerulliSuch an investment can be a core way to improve efficiency and enhance clients' experience, a report finds.
January 26, 2026
Wells Fargo Taps Amazon Web Services Exec to Expand AI UseThe AI push comes alongside the bank's efforts to cut costs, a key part of CEO Charlie Scharf's turnaround plans.
January 23, 2026
UBS Plans Crypto Trading for Some Clients in Digital-Asset PushThe firm would start with select clients in Switzerland and then possibly expand to the U.S. and Asia-Pacific region.