Plus, eMoney gets a new cash management option, Docupace gets a new CFO and the former Skience president starts a new fintech firm.

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.

It may take time, trial and error but the turbo-AI tool is worth integrating into an advisory firm's marketing technology stack.

The banking goliath is continuing to execute its four-pillar technology investment strategy, CIO Lori Beer said at its investor day.

With Microsoft Azure OpenAI underpinnings, access to Morningstar investment research and a business casual company sweater, Mo is here to provide summarized, conversational insights to advisors.

One of the original wealth management disruptors has grown into a household name for scores of advisors. But the director of Betterment for Advisors says his team remains dedicated to shaking things up.

Plus, Vestwell partners with JPMorgan, and TIFIN Wealth provides free access to NAPFA-aligned advisors

ChatGPT scored terribly on a practice CPA exam, scoring 39% in REG, 46% in AUD, 35% in FAR and 48% in BEC.

As headlines spotlight the disruptive power of artificial intelligence, a pair of experts say that advisors need to double down on being more human than ever.

Plus, the world's first AI-powered investment assistant, Opto Investments news and BlackRock's fixed income SMAs come to Orion.

Catch up on all of EBN's recent coverage of the interactive chatbot, and what it means for the future of work.