Every month, InvestmentNews will produce a series of articles on a theme affecting financial professionals. In January, our writers will focus on AI: the latest news and innovations, and how it's changing the profession. All content can be found here.
Lauren Williams, of ProsperPlan Wealth, and Channing Olson, of Wealthspire, join InvestmentNews' James Burton to run the rule over AI tools, how advisors can use them efficiently, and what the future might hold.
Channing Olson, of Wealthspire, Joe Di Vito, of the Di Vito Consulting Group at RBC Wealth Management, and Lauren Williams, of ProsperPlan Wealth share insights into how technology has changed the profession and what the future might hold for advisors.
Regulator outlines early use cases for autonomous AI tools, urges governance frameworks while it continues to shape guidance around emerging technology.
The broker-dealer giant is positioning new ‘Rai’ chat agent at the center of its internal AI stack as regulators probe how far autonomous tools should go.
The $500 billion RIA aggregator is rolling out Jump’s AI assistant across 85 affiliate firms after pilot testing showed advisors reduced task time by 70%.
InvestmentNews speaks with digital chief Vik Luthra about how AI is transforming the industry.
There is no shortage of predictions as to how AI will benefit advisors in coming years. CogniCor founder and CEO Sindhu Joseph explains how AI can help wealth managers in 2026.
Michael Kitces and Ben Henry-Moreland ask whether these long-term problems require a non-AI fix?
How artificial intelligence is reshaping research, risk management, and execution for everyday investors.
The emergence of 'long horizon AI' and the learning curve facing advisors, David Bailin, founder of independent wealth manager CIO Group, offers his outlook for the new technology.
The FPA's new content hub and conference series aims to help drive planner's AI excitement into practical tools and implementation for day-to-day work.
Michael Kitces and Ben Henry-Moreland analyze whether new AI financial advisor offering can overcome the perennial client acquisition cost problem.
Michael Kitces and Ben Henry-Moreland analyze whether new AI financial advisor offering can overcome the perennial client acquisition cost problem.
AI tools are highly complex and may be flawed, hallucinate and reflect biases, according to Merrill.
Standalone AI notetakers are feeling the effects amid the presence of cheaper alternatives.
Iowa's Greenwood Wealth Partners exits D.M. Kelly as UBS and Ameriprise win Merrill Lynch recruits in California and Florida
Less than 1% of pool funds went to actual trading, CFTC says
Plus, SEIA builds a governed data foundation for its in-house AI and Snappy Kraken debuts a read-only marketing coworker for advisors.
He owes $364 million but pays $100 a month
Broadridge, Wedbush and Alaris Acquisitions have also filled senior wealth management roles with hires from J.P. Morgan, Osaic and SageView.
As AI makes financial information more accessible than ever, Lana Hock explains why human judgment, trust, and empathy remain the qualities clients value most in a financial advisor
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
