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.

The fate of hyperrealistic advisor bots depends on many factors — including the validity of a phenomenon dubbed the "uncanny valley" effect.

Leaders in wealth management name their top AI tools used every day in the workplace, from scheduling apps to automating content and slideshow presentations.

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.

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.

The St. Louis-based brokerage is also encouraging representatives to become Certified Financial Planners as it experiments with fee-based fiduciary business models.

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.

ChatGPT accurately predicted earnings directions 60% of the time versus 52.71% for human analysts.

Safety vetting generative AI in your techstack while anticipating regulatory changes can boost advisor productivity while giving firms a competitive edge.

Available technology solutions could boost professionals' efficiency in serving their clients — but only if financial advisors and their customers are open to them.

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.

JPMorgan announced mandatory AI training for all new hires, aiming to save time and boost revenue.

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.

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.

A dial of destiny, not a temple of doom, awaits financial planners who face AI-enabled wealthtech head-on.

Research shows wealth managers have much greater confidence in the new technology than their clients. Here's how to shrink the gap.

A lover of Tesla and AI technology, Orion's Brian McLaughlin warns that for most, it's still too early to trust AI to make financial predictions.

An experiment tested different generative AI models against each other on multiple choice questions from CPA Exam test prep material, and found they have their own strengths and weaknesses.

During first-quarter earnings calls, top executives of mega firms like Goldman Sachs, Morgan Stanley and Citigroup talked about how they're testing AI and high-tech tools.

A new MIT study says AI could potentially adapt to an advisor's predictive and empathetic behaviors. But industry leaders argue AI is actually generating more job growth for advisors, not replacing them.