At Goldman Sachs’ RIA conference, Dynasty’s Shirl Penney said an AI clone trained on his emails and speeches could be the first of “hundreds of digital employees.”
Two wealth professionals weigh in on why AI sharpens the advisor edge rather than erasing it.
The firm’s Vaughn Bowman talks to InvestmentNews about disconnect between what clients say and do.
Addepar's new ADX data exchange for advisors follows the company's May 2025 acquisition of AI workflow startup Arcus and its introduction earlier this year of an AI assistant platform named Addison.
AI wealth advice under fire as audit finds major errors in estate and insurance guidance.
Anthropic's new financial agents can build pitch decks and screen client files. Two leaders close to the technology say that's the easy part.
Advisors can prompt the Perplexity Computer to flag concentrated stock exposure, scan portfolios for idle cash, or send alerts when geopolitical events could impact commodities tied to client holdings.
Firm backs AI firm and expands leadership as it builds integrated tech ecosystem.
Automation rollout targets reporting gaps and data fragmentation across alternative investments.
Rising use of AI in investing and fraud detection reshapes client expectations for advisors.
Osaic is integrating Scribe to automatically capture workflows and turn them into step-by-step guides to reduce administrative lift across its network of over 10,000 advisors.
Zocks’ Matt Halloran tells InvestmentNews how tech is reshaping the talent pipeline.
The long-standing practice of deleting client records after the SEC’s five-year mandate may be losing relevance as advisory firms seek to retain data for AI-driven insights.
As the firm launches an agentic AI solution, its CEO shares his vision for advisory industry.
New tool embeds decades of referral coaching into automated workflows for RIAs.
Shift toward AI-driven research accelerates as investors seek edge and new opportunities.
Grier Rubeling joins Rossby Financial and ROffice to lead transition services, bringing a consultant's perspective on why moving between firms hasn't gotten simpler – even as the technology has.
The window for Canadian employers to get ahead of the AI transformation is closing. Here is exactly what you need to do - right now
Vitals AI, spun out of Csenge Advisory Group, is closing after running into the technical and financial burden of integrating with the fragmented advisor tech stack landscape.
A sweeping new survey finds that experts across academia, industry and policy largely agree that artificial intelligence will reshape the economy — but disagree sharply about how much.
