The Hazel platform uses dedicated calculation programs to deliver personalized financial plans across six disciplines in minutes.
Phoenix-based Brookwood Investment Group taps the AI-native wealthtech firm as its advisor count and AUM keep climbing
FSB, FINRA and Canada's OSFI have each flagged AI as a threat to financial stability, citing stretched valuations, rising retail leverage and cyber vulnerabilities
New research finds 67% of US adults support broader access to AI investment opportunities, amid inequality concerns.
The new AI feature generates instant client portfolio talking points, slashing meeting prep time for advisors.
Jonathan Lewis joins the wealth management giant as it proceeds with a $2 billion AI and technology push for advisors.
Proprietary Scout tool, built with Anthropic's Claude, profiles hundreds of firms in minutes to help the hybrid RIA scale its succession business.
Advisor-led adoption has been rapid for tasks from translating annuity contracts into plain English to speedy webinar prep.
Mercer, Focus Partners Wealth, Mariner, Creative Planning and Captrust top the leaderboard tracking AI search results for RIA firms.
Anthropic's Millennium partnership moves AI from reactive tool to proactive risk monitor — but other wealth tech leaders question its fit for RIA practices.
New AI assistant Robin drafts personalized client proposals by integrating data from Salesforce, eMoney, Morningstar and more.
Advisors are navigating a new reality as clients pre-consult ChatGPT before meetings.
A sweeping ‘superintelligence manifesto’ arrives as firm’s free cash flow craters 91%, raising hard questions for wealth managers about the company's near-term investment case.
How advisors can close the experience gap as clients demand more from their firms.
New Edward Jones report reveals that internet research tops financial guidance, despite high level of confidence in professionals.
Recruiters Philip Waxelbaum and Louis Diamond weigh in on whether AI skills are reshaping advisor pay amid PwC's Financial Services Workforce AI Survey.
The advisor marketing platform is expanding its leadership team to accelerate enterprise sales and AI-driven compliance tools.
Jonathan Hudacko, the founder behind Vanguard's first-ever acquisition, is now targeting AI tax planning for advisors.
From IBM's cybercrime data to Gallup's trust survey and insider selling at Nvidia and CoreWeave, the warning signs are real — even if one firm thinks the market is misreading the numbers.
Three major platforms roll out AI-driven advisor tools spanning marketing, planning, and behavioral coaching.
