WEALTHTECH

Don't fear the robots: the case for deploying AI in wealth management

By Tobias Salinger       6 min read

Big announcements by Franklin Templeton, TIFIN and CogniCor display why experts see vast potential for artificial intelligence helping — rather than replacing — financial advisors. Read story →

ETF focused on cash flow rakes in billions despite snubbing AI mania

By Isabelle Lee       4 min read

Despite not holding any Magnificent Seven stocks, the past year has seen assets soar for this ETF. Read story →

Nearly all wealth gained by world's rich this year comes from AI

By Vernal Galpotthawela and Jack Witzig       2 min read

AI-related holdings account for 96% of the total wealth gained in the Bloomberg Billionaires Index. Read story →

Gloom or boom? Tax pros differ on AI

By Jeff Stimpson       3 min read

Whether they're enthusiastic or terrified, tax practitioners are anything but indifferent to the rise of artificial intelligence. Read story →

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Perfecting the art of humble confidence in interviews

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LPL's Rich Steinmeier on Prudential, AI, tax and 'reimagining' the firm

By Tobias Salinger       10 min read

The firm's recruiting chief shared the latest updates with FP amid record financial advisor headcounts and an effort to expand beyond its traditional label as an IBD. Read story →

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Wednesday, March 6, 2024 2:00 PM EST

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REPORT

How to embrace M&A and leverage inorganic growth

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Finding your way home

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Why funds need to raise their game on ESG reporting

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