The firm's efforts are a sign of the quickening pace of adoption in wealth management of AI-powered technologies and voice recognition software.

Higher costs are most attributable to technology spending, including investments in artificial intelligence.

Industry leaders look to developments in AI, blockchain and cloud computing as the key drivers of change.

Firms are preparing for tech advances in online fund distribution, digital advice and macro investing.

The move is intended to improve CRM integration and search optimization.

At the moment, there's no clear way to "turn over human intuition" to machine learning, but there are immediate ways to save advisors' time.

Eight tech tools planners can use to transform their practice.

Can smart speakers meet the level of sophistication and security needed for wealth management?

Artificial intelligence is among three themes rapidly shaping development of advisor technology, said firms gathered at the T3 Enterprise conference.