As Vestmark marks 25 years, CEO Karl Roessner explains how the RIA-focused platform grew to $50 billion by leaning into AI while keeping client data in-house.

Web designer Bonfire Studio asked ChatGPT for advisor recommendations in five metro markets. The results give advisors more reason to tend to their online presence.

Altruist has earned legions of fans among financial advisors for sleek technology and low, clear fees. But its critics question whether that is enough to catch up to the giants that have dominated the business for decades.

Dispatch and NetLaw target two different kinds of relocation friction. One for advisors switching firms, one for clients crossing state lines.

FinTok and AI financial advice have created a new era for wealth advisors — one ripe with online misinformation. But planners say that risky internet advice actually increases their value.

The rise of humanoid robots as home-care assistants will rewrite retirement budgets. Forward-thinking advisors who understand the coming shift will be well-positioned to help clients.

As AI tools take over more of the research, drafting and prep work that once taught new advisors the job, firms are racing to figure out what should replace it.

Where do automated workflows end and advisor-owned outcomes begin? RIAs need to get the answer in writing before their tech stack goes live.

A new survey found artificial intelligence was a top compliance-related priority for 85% of firms responding, while cybersecurity was only a concern for 37%.

In the race to win a coveted role on the next mega U.S. IPO and manage the ensuing riches, Wall Street's wealth advisors are ramping up lending to founders and entrepreneurs based on the soaring values of their private companies.

Client testimonials tend to carry a lot of weight in AI results for online searches for advisors. But most firms still aren't using them.

Raymond James posted record client assets, continued strong advisor recruiting and rolled out its proprietary AI assistant in a strong third quarter.

If an advisor's tax offerings aren't visible to AI tools like ChatGPT and Perplexity, they effectively don't exist for today's prospective clients.

In pitting AI agents against historic 60-40 portfolio results, JPMorgan found AI won every time. But researchers could not rule out the possibility that the systems could have essentially cheated.

JD Power's closely watched survey of financial advisors' satisfaction with employee and independent brokerages crowned its perennial winners, with one interesting exception.

Blind trust in AI tools can be a one-way ticket to a fiduciary crisis. Here's how to build a verification process that protects your clients and your firm.

As AI becomes increasingly integrated into RIAs and the financial planning industry, here are what advisors said can never be replaced by technical advances.

From hedge funds to wealth managers, Wall Street has embraced artificial intelligence in search of an investing edge. Researchers are now asking what happens when more investors turn to similar AI models to find one: buying the same stocks, reacting to the same headlines, and sometimes making the same mistakes.

When asked to compare AI to movies, financial advisors are still optimistic about the ways it can help them. But there's a growing sentiment that bad actors could hijack things.