Advisors can rest assured that using artificial intelligence won't be an issue with clients – unless it starts to undermine their trust.
The latest addition to the field of document-scanning tools just goes to show how far ultra-selective advisory practices – and the fintechs that work with them – have come.
Once simply a useful data conduit working with Holistiplan, TaxStatus is making a move towards becoming a player in the now-crowded space of tax planning tools.
The platform's recently unveiled loan-shopping capability may give advisors another critical foothold to help manage their clients' financial affairs.
The tech-forward RIA custodian's decision to set up an SEC-registered entity creates a uniquely appealing model for advisors – and a potential reckoning in its strategy down the line.
Latest fundraise will be used to develop its unified phone and compliant texting solution.
It’s clear platform has aspirations of taking over a much bigger chunk of financial planning beyond its estate planning roots.
Move is a bet on AI-connected workflows, but are the benefits real enough to change platforms?
‘Hunter’ expands FINNY's capabilities beyond outbound prospecting and into inbound marketing.
But will the time savings make it worth the cost?
The irony is this wave of divestment from account aggregation providers is occurring just as AI sparks promises of Big-Data-driven insights.
But have they fallen behind competing with AI-native third-party tools?
Time will tell whether advisors will see enough value to spring for the full suite add-on features.
There's a thin line technology that's differentiable enough to be offered as a standalone and what's better suited as part of a tool that advisors already use.
But will clients keep paying human fees for AI advice?
But can it really teach the delivery of advice?
Niching advisors drive demand for specialized planning tools.
Relative newcomer emerges as a bona fide custodial competitor.
AI meeting notes becomes a race towards an 'Advisor Operating System'.
Provider has grown to encompass nearly the entire website-based marketing funnel.
