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.
5 Wealth Management Trends for 2026
By Michael S. FischerThe business model is under pressure as the new year begins, according to OliverWyman.
January 05, 2026
Are Passive Funds Getting Dangerous?As ever-increasing flows to cap-weighted index funds push a few stocks sky-high, investors risk steep losses.
January 05, 2026
Is the AI Boom a Bubble Waiting to Pop?Here’s how today’s AI boom stacks up against previous market bubbles.
January 02, 2026
Why AI Should Be Advisors' Best Friend in 2026Financial professionals who don't leverage it "might be replaced," says Cheryl Nash, head of InvestCloud's APL business.
January 02, 2026
Bubbles and Boring Bets: What’s Next for Tech Stocks in 2026Here’s a look at the biggest stock stories for the tech industry in 2025 and the outlook for each in the new year.
January 01, 2026
The Market's Biggest Winners and Losers in 2025The S&P 500 ended last year up 16.4%, with the bull market being driven by enthusiasm for artificial intelligence.
December 23, 2025
How the 10 Biggest Active Funds Performed in 2025: MorningstarMarkets overcame worries about tariffs and an AI bubble, the researcher finds, while foreign equities performed well.
December 23, 2025
At Elevation Point, Laying the Foundation for AI GrowthThe recent partnership with Milemarker is a harbinger of what’s to come, execs Jud Mackrill and Jim Dickson say.