“If AI is to play a role in their business operations, advisors would do well to disclose where it is used," said John McKenna, senior analyst at Cerulli.
Firms commit to AI spending despite recession risks, targeting ROI and scarce talent skills.
Jump and Avantos each raised big funding rounds this week, marketing themselves as “AI-native operating systems” for advisors at top RIAs and custodians—counting Mercer, Merit, Focus Financial Partners, SEI and Vanguard as early adopters.
The $15 billion RIA’s new AI Analyst scans client data to flag tax risks, cash imbalances, market exposure and life events, giving advisors a head start on client outreach. Farther's investors include CapitalG, a fund from Google's parent company Alphabet.
By aggregating client-authorized data across brokerage, crypto, real estate and alternative assets, Pompliano’s Silvia platform claims visibility into client finances that goes beyond what RIAs are accustomed to accessing.
Wall Street giants step up automation bets as advisors weigh how AI-fueled back offices will reshape service, staffing, and client expectations.
Leaders at Prudential Advisors break down how wiring AI into every stage of its leads program is supporting more robust client conversations.
Morningstar research shows more advisors turning to generative AI for efficiency while clients demand deeper guidance, context, and emotional support.
Study finds tech gaps, rising AI use, and surging crypto interest challenge advisors’ growth plans.
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.
Cerulli finds tech stacks now central to advisor productivity, retention, and recruiting battles.
Mission Wealth’s Renee Hennessee explains how clear guardrails, practical pilots, and manager-led coaching can help advisors adopt AI without losing the human touch.
Every month, InvestmentNews produces a series of articles on a theme affecting financial professionals. All coverage through the month can be found here.
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.
Regulator outlines early use cases for autonomous AI tools, urges governance frameworks while it continues to shape guidance around emerging technology.
The $500 billion RIA aggregator is rolling out Jump’s AI assistant across its affiliate firms after pilot testing showed advisors reduced task time by 70%.
Thing your staff are ‘good’ at AI? Think again...
New research finds AI utilization more than doubled but deeper integration still lags.
Mega-firms are hardwiring portfolio, planning and estate tools into their core platforms to defend market share and deepen high‑net‑worth relationships.
Research from F2 Strategy shows advisors sharply divided in how they deploy tech for alternatives, AI, custody
