Artificial intelligence

In terms of both economics and global events, 2023 was a year of instability. In 2024, financial advisors expect more of the same — but they have a plan for how to handle it.

The trends we saw pick up speed last year, like AI-aided advising, will gain momentum and force this year — the advisors who adapt them will be better positioned to attract next-gen clients.

Eugene Ludwig, former Comptroller of the Currency and current co-founder of Canapi Ventures, a fintech VC, reflects on how 2023 treated fintechs, how far the fintech movement has come and what banks and their regulators need to look out for in 2024.

From the rise of ChatGPT to ESG hypocrisy and in-depth reporting on DEI issues in wealth management, these are the stories that garnered awards for FP reporters in 2023.

Banks, payment companies, mortgage lenders and insurance providers are racing to seize an advantage from generative artificial intelligence. Some have been especially aggressive in deciding which workflows — or entire jobs — can be handed off to AI.

Financial firms should prioritize these tech-driven trends immediately. Here's how they'll play out in the short, medium and long term.

In the first edition of a new wealthtech series from Financial Planning, FP Alpha CEO Andrew Altfest talks about the magic number of solutions an advisor should rely on while showing us his stack.

The hottest topic in tech over the past 12 months had a major presence in the world of financial services.

There are gaps to be filled, granted, but tech is transforming the industry and upping the quality of financial advice and the how it's delivered, write wealthtech leaders Andrew Altfest, Philipp Hecker and Nathan Stevenson.

During this timely web seminar, our research and editorial teams will share highlights of the findings including how advisors plan to adjust their go-to-market strategies in the coming year.