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.
Kitces, Pershing CIO: Advisors Should Use Tech to Offer Better Advice
By Jeff Berman"Our industry really is in the midst of just a huge evolutionary shift," Kitces said during Pershing's Insite conference.
April 30, 2021
Fintech Firm Launches AI-Driven Digital Assistants for Advisors: Tech RoundupAlso, Signal Advisors raises $16 million to build an end-to-end platform for independent advisors.
April 29, 2021
How Advisors Can Harness Data to Optimize Financial PlanningData-driven digital advancements offer many opportunities for financial advisors to serve clients better.
April 16, 2021
Orion Closes HiddenLevers Deal: Tech RoundupAlso, Envestnet appointed Chris Shutler as head of market intelligence.
April 08, 2021
Envestnet Acquires Harvest Savings & Wealth: Tech RoundupAlso, fintech firm fabe launches a SaaS application to help advisors value their firms for a sale.
April 01, 2021
Ark's Flagship ETF Is Ill-Prepared for Future Risks: MorningstarAnalyst Robby Greengold is concerned about lack of risk management, concentration of assets and explosive growth.
April 01, 2021
SEI Acquires Oranj Platform: Tech RoundupAlso, Fidelity and Advyzon enhance integration capabilities between their platforms.
March 11, 2021
New Skience Tool Helps Advisors Transition Client Accounts: Tech RoundupAlso, the Dynasty Financial Partners-Envestnet joint venture ASx introduces a new initiative focused on social media.