Artificial intelligence

Listen up, advisors — chatbots are talking their way into wealth management. Some see them as part of a low-cost, entirely automated option that commoditizes financial advice even further.

As a senior research analyst at Robo Global, Lisa Chai helps manage a portfolio of index funds with a focus on robotics, automation and AI-related companies.

Vanguard, Betterment and Fidelity are among the clients of the tech giant's cloud computing platform.

Portfolios will be selected based on machine learning and natural-language processing.

Fintechs are pitching new tools to plan providers claiming they can lower 401(k) costs.

The bank’s asset management unit has approached ETF Securities and Global X in an effort to expand its lineup.

Hockey responds to Financial Planning’s rapid-fire questions on artificial intelligence, robo advisors and three must-have skills for financial advisors.

The new tool will incorporate analysts’ past decisions and data, and extend their approach to funds not currently covered.