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.
Gateway Financial Partners Adds Wealth.com Estate Planning Tools
By John ManganaroThe tech-driven collaboration enables the firm's advisors to serve clients more comprehensively.
August 15, 2024
Vanilla Estate Planning Platform Wins Backing From Edward JonesVanilla aims to use the funding to expand its platform, including embedded AI capabilities.
August 07, 2024
Senators Probe Social Security Administration's AI UseThe Finance Committee is exploring how the agency is ensuring that its systems "are being deployed responsibly."
August 07, 2024
Blackstone Targets Richer Clients Than Its Rivals for a New FundThe private equity firm will only sell its latest product to those with at least $5 million of investments.
August 02, 2024
Morgan Stanley Advisors Told They Can Pitch Bitcoin ETFsOther wirehouse firms sell approved ETFs to some clients, but do so on an unsolicited basis.
July 29, 2024
Trump Pledges to Fire Gensler, Hire People Who 'Love' CryptoThe politician said he would fire the SEC chair and pick crypto-friendly regulators if he returns to the White House.
July 26, 2024
How a Generative AI System Handled a 401(k) QuestionChatGPT is prefacing some answers with "it depends on the situation," which is where financial advisors come in.
July 24, 2024
Stocks Get Hit as 'AI Trade' Slams Into a WallThe world's largest technology companies drove the S&P 500 toward its worst selloff since December 2022.