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How AI could elevate financial advisor performance

Accenture Capital Markets

As a firm and individually, we have been actively studying the use of artificial intelligence (AI) in wealth management—and more specifically how investment advice generated through AI is sought out and applied—for the past three years in its many different applications across the industry.

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What is a Brokerage and How Does It Work (Types, Definitions, Examples)?

Peak Frameworks

There are different types of brokerages, each offering varying levels of service: Full-service brokerages provide a range of services including investment advice, research, and retirement planning, such as Merrill Lynch. A brokerage is a firm that connects buyers and sellers to facilitate a transaction. If a match is found (i.e.,

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