Client acquisition

Merrill's digital match program is finding client growth by using an algorithm to pair clients and advisors largely based on personalities rather than asset distribution. Meanwhile, Mercer Advisors uses human matchmakers.

Advisors who specialize in working with neurodivergent clients are finding new technology has helped streamline communication and grow their client bases.

Firms such as Carson Group, Morgan Stanley, Morningstar and Merrill are taking vastly different approaches to naming their AI assistants, with some preferring a human name, a male name or simply no human identifier.

A new Schwab Advisor Survey found AI is largely being used in back-office functions rather than consumer-facing, as adoption slowly takes hold.

AssetLink is using AI and machine learning to better analyze data on clients and match them with the right advisors.

Powder launched last year as a generative AI-powered document reader for advisors. Now the growing fintech has released an AI-chatbot assistant on the heels of a $5 million cap raise.

The SEC, FINRA and other agencies have been closely watching social media posts related to financial advice. Consultants share how to attract young investors on social media without encountering regulatory pitfalls.

Winning multi-millionaire clients looks different today for advisors — here's what's changed, a Cerulli study reports.