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.
Anthropic Unveils AI Agents to Tackle Financial Services Tasks
By Shirin GhaffaryThe agents can draft pitch decks for client meetings, review financial statements and escalate cases for compliance reviews.
May 05, 2026
Schwab Unveils AI Portfolio Insight Tool for Retail ClientsThe investment services firm expects the feature, offering information but not advice, to be fully available this month.
May 04, 2026
Average Yearly Financial Planning Fee Surges 52% in 3 YearsFlat fees have risen by 15% since 2023, Envestnet reports, while subscription fees have reached $595 per month.
May 01, 2026
Vanguard CEO Aims to Expand Access to Advice"High-quality financial advice shouldn't be a luxury good," Salim Ramji said in his annual letter.
April 30, 2026
Jump Adds to Leadership Team, Announces New CollaborationOver the past few months, the AI-powered operating system has expanded its focus beyond note-taking.
April 27, 2026
Osaic Adds AI-Powered Documentation PlatformScribe is meant to streamline workflows, accelerate onboarding and improve operational consistency, the wealth management firm says.
April 27, 2026
Vanguard CEO: Individual Investors a 'Great Stabilizing Force'Vanguard is adding AI to its advisor tools and its robo-advice service, Salim Ramji said.
April 24, 2026
AI-Themed ETFs Don't Make Sense for Most Clients, Analysts SayDozens of such ETFs exist, but fund experts say there are better options for AI exposure.