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.
We Asked ChatGPT to Make a Market-Beating ETF. Here's What Happened
By Sam Potter and Katie GreifeldThere are already a handful of AI-guided investment products, and some are beating the market right now.
January 03, 2023
Why Human, Tech Skills Are Both Critical: David Knoch"The quality of advice goes up when multiple cultural and gender perspectives are brought in," says the Docupace CEO.
December 30, 2022
E-Trade Enhances Investing, Trading Platforms: Tech RoundupThe enhancements will give clients more control over how they stay informed on market activity, E-Trade says.
December 29, 2022
Fidelity Files NFT, Metaverse Trademark ApplicationsOne application mentions "retirement fund investment services in the metaverse" and "digital currency services," such as trading.
December 13, 2022
New ETF Uses AI to Buy on Stock DipsThe BTD Capital Fund will identify dips and find short-term opportunities in rebounded shares, Kaiju ETF Advisors says.
December 01, 2022
Envestnet Billing Platform to Give Schwab Advisors More Flexibility: Tech RoundupAdvisors using the Schwab platform and BillFin will gain access to additional capabilities, including flexible billing setup.
December 01, 2022
Morgan Stanley Plans 'Modest Cuts': ReportJob cuts at financial firms have more than doubled in 2022 from a year ago, according to an outplacement firm.
November 30, 2022
BlackRock's Fink: Most Crypto Firms Will Fold"I actually believe most of the companies are not going to be around," the CEO said Wednesday during the New York Times DealBook Summit.