Artificial intelligence
Artificial intelligence
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Firms like Merrill, Morgan Stanley and Morningstar are finding ways to use AI to calm the storm of economic and political uncertainties
August 8 -
Firms developing new digital tools like schedulers and AI note-takers are finding that starting out simple saves time and generates adoption.
August 7 -
While AI tools like ChatGPT are abundant, there's no guarantee compliance will approve it for office use. Here are some tips for getting new tech through the gauntlet.
August 6 -
Chase has launched a generative AI tool that acts as a research analyst for the mega bank's employees, according to an internal memo viewed by Bloomberg.
July 26 -
Powder launched last year as a generative AI-powered document reader for advisors. Now the growing fintech has released an AI-chatbot assistant on the heels of a $5 million cap raise.
July 24 -
Tech innovators from Morningstar, CogniCor and others share their experiences using AI and advice on how to get optimal returns as advisors experiment with different types of AI tools.
July 23 -
Trustworthy, a digital vault for consumers to store and find documents, recently expanded its platform to advisors and financial professionals. Here's what's next for the AI-backed startup.
July 19 -
The fate of hyperrealistic advisor bots depends on many factors — including the validity of a phenomenon dubbed the "uncanny valley" effect.
July 9 -
Leaders in wealth management name their top AI tools used every day in the workplace, from scheduling apps to automating content and slideshow presentations.
July 5 -
A recent poll by the FINRA Investor Education Foundation found that consumers trusted a financial statement made by AI nearly as much as the same statement made by an advisor — in some situations.
June 7 -
In recent years, the wealth gulf between white and Black families has only grown. But there is hope that advances in fintech, such as wider adoption of artificial intelligence, can help.
June 6 -
The St. Louis-based brokerage is also encouraging representatives to become Certified Financial Planners as it experiments with fee-based fiduciary business models.
June 5 -
The Internal Revenue Service is turning to artificial intelligence to help select tax returns to audit and narrow the tax gap, but it needs to use this new technology consistently and transparently, according to a new government report.
June 5 -
ChatGPT accurately predicted earnings directions 60% of the time versus 52.71% for human analysts.
June 4 -
Safety vetting generative AI in your techstack while anticipating regulatory changes can boost advisor productivity while giving firms a competitive edge.
May 30 -
Available technology solutions could boost professionals' efficiency in serving their clients — but only if financial advisors and their customers are open to them.
May 23 -
Royal Bank of Canada, in partnership with TIFIN AG, is testing a pilot to provide its wealth management advisors with AI tools to see what the technology can do.
May 22 -
JPMorgan announced mandatory AI training for all new hires, aiming to save time and boost revenue.
May 21 -
Executives at the megabank's annual Investor Day say artificial intelligence is already saving time by preventing advisors from "hunting and pecking" for market research.
May 20 -
AI has become a crucial part of the conversation for wealth managers, as firms such as Goldman Sachs, Morgan Stanley and Citigroup consider how to deploy the technology.
May 16