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.
Tom Brady, Steph Curry FTX Endorsements Probed by Texas Regulator
By Allyson VersprillePayments the stars received to endorse the crypto exchange are being reviewed, along with disclosures and how accessible they were to retail investors.
November 07, 2022
Feds Score $3B Crypto SeizureProsecutors seized almost $3.4 billion in Bitcoin from a property developer who scammed the dark web marketplace Silk Road.
October 25, 2022
Put Technology to Work for You & Your ClientsTechnology can seem overwhelming, but there are powerful ways to be strategic and use it to build your business, according to Carson Group's CTO.
October 21, 2022
Envestnet Launches Wealth Data Platform for Advisors: Tech RoundupAlso, UBS and Microsoft say they've expanded their cloud partnership.
October 17, 2022
Top 5 Q3 Trends at Merrill Wealth ManagementRecruiting is strong, and more clients are staying even when advisors leave.
October 06, 2022
Pershing X Teams With Startup to Boost Financial Planning Efficiency: Tech RoundupAlso, Dynasty has teamed with digital platform Allocate to give RIAs access to venture capital investments.
October 06, 2022
3 Steps to Speed Up Your Client Response TimeClients used to expect a response within 24 hours, but that window has shortened dramatically.
September 15, 2022
UBS Backs Ethic Asset Management Platform: Tech RoundupAlso, Hearsay Systems is adding new functionality to help advisors comply with the SEC's new Marketing Rule.