Called "Ester," new AI and machine learning can automate tedious tasks traditionally handled by financial analysts and in-house paralegals.

Researchers identified 11 problematic predispositions exhibited by planners when making recommendations to clients.

An employment attorney shares how to make sure AI hiring tools follow policies and regulations.

Plus, the Future Proof demo drop returns, Shaping Wealth extends its behavioral finance access, and Broadridge lands a machine learning patent.

CEO Jamie Dimon has called the AI initiative, which includes a vast hiring campaign, "critical to our company's future success."

SEC Chair Gary Gensler is worried about conflicts of interest in investment advice.

Journey Strategic Wealth President Penny Phillips and other speakers at FP's INVEST conference challenged the industry to think big about its mission.

Orion Chief Behavioral Officer Daniel Crosby and other experts explained the stakes and challenges facing advisory practices at FP's INVEST conference.

Two financial advisors and a financial technology entrepreneur explained how the usage of the tools disproves what is often seen as an either-or decision.

The 8 petabytes of data could fuel major insights about Fidelity's 42 million customers, as well as retirement plans and other benefit programs managed for tens of thousands of businesses.