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.

Social media platforms can change quickly (case in point: X). In response, advisors who may instead choose to rely on their own communication channels.

The new business intelligence service uses several key performance indicators to help advisors decide how to best manage their talent and resources.

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

Money News Network CEO Nicole Lapin and her RIA collaborators are building direct services through her growing base of readers, viewers and listeners.

Advisors spend a lot of time choosing the tools they use, and tech is more sophisticated than ever. But how much tech should clients actually see?

Advisors who seek a smooth transition should take a hard look at their data and tech stack before any succession planning begins, experts say.

Thursday's Shaping Wealth Advisor Board webinar explored how advisors can sharpen the focus of their messaging and content to resonate with clients and prospects.

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.

An organic growth technology firm launched out of Fidelity Investment's incubator spoke with 18 big RIAs about their marketing. The results speak for themselves.

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?

Fewer U.S. adults have non-retirement investment accounts than three years earlier, and many retail investors struggle with understanding fees and fraud risk.

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.