Goldman’s shifting approach to wealth management has included reorganizations, the United Capital buy-and-sell, a short-lived robo-advisor and frustrating client constraints, as described by Farther's new family office head Ben Seidenstein.
The move gives advisors a more unified view of household assets, bringing 401(k) and other workplace retirement plan data into the portfolio design and trading picture.
Also, Jump unveils a new AI workflow assistant for advisors, while WealthReach touts an industry-leading AI search and SEO engine for wealth firm websites.
Advisor360 survey finds planners eager to use automation to expand tax, retirement, and planning services while betting on human skills to strengthen client relationships.
Despite concerns about AI accuracy and regulation, firms say automation, cleaner data and unified workflows are key to scaling advice in 2026.
Cerulli research shows larger RIAs pouring money into data infrastructure and AI tools in bid to boost productivity and valuations.
Advisors who've made the leap describe behind-the-scenes hiccups during their pivotal transitions.
Advisors racing to add on new platforms may find their legacy plumbing can't support the next wave, warns one expert.
Financial advisors say AI tools will be on their shopping lists for the coming year. They also discuss which technologies might not make the cut.
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Leaders at Siebert Financial discuss how AI has supercharged marketing outcomes and compliance capacity – while still keeping humans in the loop.
Schwab Advisor Services executive Lisa Salvi urged RIAs to create firmwide “AI vision statements” to counter workforce anxiety as the technology seeks expansion beyond today's benign notetaker role.
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Behind the rebrand is a wager that clarity and scale will define the future of advice
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Wealth managers are increasingly seeing 'AI washing' in the market. Here's how they determine what is real innovation and what is hype.
