Robo-advisors

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SEC's Gensler Warns Public Companies Against Overblown AI Claims

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Companies from a range of industries have been advertising how they're harnessing AI to improve operations.

GOP Senate Bill Seeks To Block SEC Rules On Advisor AI Use

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Sen. Ted Cruz called the SEC's proposal a "war on technology."

Financial Advisors Still Cautious About AI Tools

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AI tools still seem to be an afterthought for many wealth managers.

Envestnet Explores Sale Of Data Aggregator Yodlee

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Raymond James analysts wrote in a November note to clients of “persistent deterioration in the Yodlee business."

Merrill Sued Again For Paying Low Rates On Cash Sweep Accounts

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This latest lawsuit alleges the firm breached a Merrill Edge client's contract by not paying “reasonable” interest.

Blockchain-Backed Robo For Private Credit Launches

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Heron Financial is a robo-advisor focusing exclusively on private credit that is built on a blockchain.

SEC Questions RIAs About Artificial Intelligence

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The regulator wants to know how firms are using AI and if it creates conflicts of interest.

Tech In 2024: Artificial Intelligence Isn't Done Transforming Yet

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A number of questions have emerged about how AI will affect financial services.

Many Financial Firms Lack Skills To Use AI, Survey Shows

by FA Staff

AI is being adopted by many firms despite concerns about security, Paro.ai said.

Talking Bots

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How will AI be used by advisors? And how can they do it ethically?

How Big A Gamble Is Monte Carlo For Advisors?

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The popular simulation has its pros and cons, experts say.

13 Trade Groups Demand Withdrawal Of SEC's 'Fatally Flawed' Analytics Rule Proposal

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In a first, SEC wants to force "elimination" of conflicts, ensnaring even advisors' use of Excel spreadsheets, 13 trade groups said.

Workers More Fearful That AI Will Make Their Jobs Obsolete

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The share of workers who worry that technology will eliminate their jobs is growing, a new survey says.

Consumers Trust Human Advisors A Lot More Than AI, CFP Board Survey Finds

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Consumers are willing to explore AI advice as long as an advisor verifies it, according to the survey.

SEC Proposes Rules For Advisors Who Use AI To 'Nudge' Clients

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AI-based predictive analytics can create conflicts of interest, SEC Chairman Gary Gensler said.

Is The New AI Cool For Wealth Management?

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Here's how advisors are already diving into the new generation of generative artificial intelligence applications.

Vanguard, Fidelity Top Morningstar's Robo-Advisor Rankings

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Merrill Lynch and UBS robo-advisors received “below average” grades from the research firm.

AI Is Coming For Wealth Management. Here's What That Means

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Experts weigh in on how artificial intelligence will change the money business.

Betterment Agrees To Pay $9M To Settle SEC Charges

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The agency said the robo's errors caused clients to lose $4 million in potential tax savings.

Fintech Leader Jay Shah Named CEO Of Edelman Financial Engines

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Shah, formerly of Personal Capital, replaces Larry Raffone, who will become chairman of the board.

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