Artificial intelligence
Artificial intelligence
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The tech giant's data division rolls out new apps for clients — and links to Alexa.
May 17 -
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.
May 16 -
Vanguard, Betterment and Fidelity are among the clients of the tech giant's cloud computing platform.
May 11 -
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.
April 18 -
Portfolios will be selected based on machine learning and natural-language processing.
March 26 -
Fintechs are pitching new tools to plan providers claiming they can lower 401(k) costs.
March 14 -
The bank’s asset management unit has approached ETF Securities and Global X in an effort to expand its lineup.
March 14 -
Broker-dealers and financial advisors pay a steep penalty for failing to keep up with digital trends.
March 14 -
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The new tool will incorporate analysts’ past decisions and data, and extend their approach to funds not currently covered.
March 5 -
Artificial intelligence, digital privacy, health care and geopolitics will impact clients in "deeply personal" ways in the next decade. For advisors, that’s a huge opportunity.
February 16 -
Don’t worry about technology replacing advisors. On the contrary, use it to help fix the advisor shortage.
February 13 -
A team from Utah Valley University built a functional chatbot, finishing first in the inaugural student fintech competition at the T3 Advisors Conference.
February 9 -
From emerging technologies to new regulatory scrutiny, Aite Group analysts expect to see many firms redefine their business models in 2018.
February 2 -
Another blockbuster announcement from the online retail giant stirs more debate about its future plans for the financial industry.
January 31 -
One provider aims to test whether or not investors are comfortable with algorithms picking stocks.
January 23 -
Advisors are increasingly finding themselves outmaneuvered by robos, but they can use the same technologies — algorithms combined with big data and machine learning — to overcome this challenge.
January 17 -
Once the domain of institutions, RIAs and fee-based planners are adopting artificial intelligence.
December 29 -
The impact of commoditization, fee compression and consolidation on RIAs in 2018 cannot be understated.
December 27 -
Large wealth managers and banks will spend more on blockchain and AI in the coming year, and appear willing to explore new technology partnerships.
December 27















