As AI agents move from theory to reality, some advisors are implementing these tools into their technology stacks, but not without human oversight.

Artificial intelligence tops the investment priority list for family offices globally, a survey from JPMorgan's private bank shows, though allocations lag and remain concentrated in public equities.

An extremely large proportion of people trust AI with financial information and guidance, probably more than they should.

Relationship management systems are the traditional hub of financial advisors' technology stacks, but new AI tools may supplant them. Here's how advisors on the ground see it.

Agentic AI will continue to automate financial planner workflows — and that's a good thing.

The former CEO of Orion Advisor Solutions has since become involved in several artificial intelligence startups, which he hopes will be integrated into advisor technology stacks.

While AI has increased gross productivity, net gains have been eroded by the time and effort needed to review and correct AI outputs.

The FPAi Authority offers demos, guidance and insights to help planners adopt AI effectively in their practices.

A Financial Planning survey found that advisors believe AI will continue to transform wealth management. But experts say human oversight is still essential.

Systems still don't talk to each other as well as they should in 2026, so advisors are finding their own solutions.

The platform can offer a wide audience, but with serious content moderation and other concerns, is remaining active worth it?

While 2025 was a transformative year in wealth management, further implementation of AI tools into technology stacks means advisors' workflows in 2026 are sure to change.

A recent study found that more than half of all new articles on the internet were AI-generated. How can advisors help their own content stand out when this deluge threatens to drown them out?

It's no surprise that AI saw big gains, but some longstanding winners saw their fortune flag.

These are the stories and issues that readers gravitated to in the last year.

Artificial intelligence has been integrated in the back offices of many firms. In 2026, expect to see it make the leap to the front office.

Yes, AI is saving many advisors time and helping them reach prospects. But some say the rapid rate of adoption and automation could put them out of a job in the future.

In a move some industry observers call "dangerous and irresponsible," the administration is taking down consumer protection guardrails that have been put up by states like California and Colorado.

For the first time in an annual compliance report, FINRA devotes a section to AI risks, including from third-party vendors and scammers.

Artificial intelligence isn't an algorithmic takeover but an essential wealth management tool.