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.
Snappy Kraken Delays JOLT Conference: Tech Roundup
By Jeff BermanMeanwhile, the UBS Investment Bank has given new funding to the Lynk AI-driven platform.
August 09, 2021
ARK, Guggenheim to Launch Innovation-Focused UITCathie Wood's trademark emphasis on disruptive technology will be the unit investment trust's core strategy.
August 03, 2021
U.S. Locked in Economic 'Death Match' With China: Richard VagueThe former longtime banking exec talks to ThinkAdvisor about China, how tech can stifle productivity and how 1900s brokerages served women.
July 29, 2021
RBC Wealth Selects Broadridge Platform: Tech RoundupTwo fintech executives also join Dynasty Financial Partners.
July 15, 2021
Envestnet, Dynasty Report Strong Demand for ASx Platform: Tech RoundupAlso, AltsAxis launched an alternative investment platform and social network.
July 08, 2021
Broadridge to Offer Hyper-Personalization Tools for Advisors: Tech RoundupAlso, Sterling Trustees joins the Envestnet Trust Services Exchange to provide trust administration services to RIAs and BDs.
June 24, 2021
Envestnet's Dani Fava: Why Entry of Apple, Amazon Into Finance Would Be Good for AdvisorsThese firms are positioned to "finally get into our space and really disrupt it," but that's not bad news, she says.
June 24, 2021
State Street to Implement Machine Learning: Tech RoundupAlso, CI Financial led a funding round for a fintech firm.