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.
IRS to Hire 3,700 Agents to Audit Wealthy Tax Dodgers
By Melanie WaddellThe new hires will be specialized agents focused on high earners and complex partnerships, the IRS says.
September 13, 2023
New FP Alpha Tool Lets Advisors Upload Clients' Insurance DocumentsAdvisor tech expert Joel Bruckenstein called the tool "important" and the "first of its kind."
September 07, 2023
Wealth.com Launches Advisory Council, Moves to Expand AI-Assisted Estate PlanningCouncil members include Anna N'Jie-Konte, Dasarte Yarnway and Samantha Russell.
September 07, 2023
Morgan Stanley Set for Full Rollout of AI Chatbot for AdvisorsIt's also working on a pilot program to automatically synthesize notes and next steps from client conversations.
September 05, 2023
Grantham Explains His Latest Doomsday Prediction & Where He Invests His MoneyThe investor discusses his record of anticipating bubbles and what worries him the most these days.
August 30, 2023
What You'll Really Have to Know About Generative AIIt's up to you to keep the new robo-advisor from hallucinating.
August 29, 2023
Court Paves Way for First Bitcoin ETFA three-judge appeals panel in Washington overturned a previous decision by the SEC blocking the Grayscale ETF.
August 22, 2023
What Investors Really Think of AI-Generated Advice: SurveyMost, especially the young, want a second opinion from an advisor, according to the CFP Board.