A Financial Planning survey revealed surprising insights about the tools of the present and a possible road map to the future.

Top performing planners adopt tech tools at nearly twice the rate of the typical RIA, according to an annual study by Jefferson National.

The funds will classify stocks using artificial intelligence.

Striking the right balance between humans and technology has become the holy grail for early adopters.

Unlike humans, the technology is not able to explain why it made a particular decision.

Artificial intelligence will impact every aspect of RIA practice, from the front-end to the back office.

Oct. 2: Honorees in NICSA's NOVA Awards are recognized for their attention to cost reduction and implementation of smarter technology.

Eaton Vance, Morgan Stanley and Putnam executives want to learn how new technology can be leveraged.

AI and predictive analytics have key roles in the bank's plan to add automated advice and savings to mobile banking.

Sept. 25: Changes the DoL regulation has inspired — particularly in the mutual fund industry — are moving ahead, albeit slowly.

Chairman Jay Clayton and OCIE's director provided advisors with hints on the regulator’s methods.

Clients are wary about investing in companies that might never develop a product beyond the R&D stage, says ROBO Global’s CEO.

As they contemplate AI and conversational computers, how do planners intend to stay ahead?

Like many financial companies, the brokerage wants to go where customers are. Since that means communicating with them via a third-party platform, it is working through privacy and security issues.

The technology underpinning Alexa can automate meetings, update clients and even deliver advice.

Some platforms are promoting their approaches to attract more sophisticated young investors.

Dan Arnold says behavioral management, automation and portfolio and planning services need to be combined to win future clients.

The manager says his research into one of the natural world’s most byzantine systems has helped to better understand the financial markets.

Convinced that clients want as much human interaction as ever, the Wall Street firm is using machine learning to help its financial advisers stay informed and work efficiently.