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.
Mariner and Vanilla Strike Estate Planning Deal
By Janet LevauxThe arrangement gives all of the $560 billion RIA’s 700-plus advisors access to the tech firm's platform.
April 09, 2025
3 High-Impact Ways Advisors Can Use AIUnsure where to start? Here are three use cases ranked in order of difficulty, where the ROI is clear.
April 08, 2025
LPL Taps Former JPMorgan Exec as Chief Data and AI OfficerVaughn Harvey has held tech leadership roles at several major financial services firms.
April 04, 2025
Roubini Sees More Market Drops AheadTrump "cares more about the bond market and the dollar” than about stocks, the economist said.
April 02, 2025
Cetera Taps Wealth.com Platform for Enhanced Estate PlanningThe move supplies Cetera’s 12,000 advisors with simplified and modernized legacy planning capabilities for their clients.
March 27, 2025
Robinhood Wants to Be Your Clients' Wealth Manager for $250 a YearThe firm also plans to roll out banking services and an AI investment tool later this year.
March 26, 2025
How AI May Soon Create New Jobs at Insurance FirmsSetting up new AI systems for life insurance and annuities will require teams of professionals, EY predicts.
March 26, 2025
Wealth Managers Plan for Growth Amid Market UncertaintyHigh valuations and inflation are their main portfolio risk concerns in 2025, a Natixis Investment Managers survey found.