Technology News from Financial Planning

A new Vanguard and Escalent survey finds advisors are still using AI mostly for administrative tasks like meeting notes, even as firms plan to pour $1 trillion into the technology globally this year.

A new study based on a survey of more than 500 advisory practices by The Kitces Report sheds light on how the fastest-growing firms are spending their marketing dollars.

Research from Cerulli Associates suggests that many RIAs have a long way to go with AI adoption while already finding possible ramifications for back-office staff.

As advisors rush to build their own AI tools, experts warn that guardrails need to cover data going in, not just data going out.

A deal between XY Planning Network and Wealthtender illustrates how quickly the search landscape is changing and the new ways advisors must adapt to find prospects in an AI era.

Like many firms, Ameriprise has been pumping money into AI in recent years. But its dedication to technology goes back much further, says the firm's head of technology and service delivery.

Regulators are stressing fiduciary and disclosure obligations for advisory firms. Adding human oversight to AI outputs is often the answer.

Interactive Brokers, also known by its hot ticker symbol of IBKR, shares much more fee information than most custodians, without revealing much in the way of its scale among RIAs. Can it gain greater reach in a competitive channel?

Smart advisors are using time gifted by AI efficiencies to recruit new clients and boost AUM, not improve their golf game, warns Ric Edelman.

Token prices have collapsed significantly. Enterprise bills have grown anyway. Here's what advisors should know before scaling up their AI usage too quickly.

One year after $300M deal, referrals through Robinhood that put younger investors in the pipeline and an ongoing clearing relationship with Wells Fargo reflect how TradePMR is a growing rival to the giants of the custody channel.

The conference's third year follows advisor and firm journeys as the wealth management industry more fully moves from AI experimentation to everyday use and advanced applications.

The AI firm Jump used notetaker data to analyze thousands of discussions between advisors and clients. The results show advisors aren't as good at keeping their mouths shut as many think.

After his firm agreed to one of the most impactful deals in wealth management of 2026, Altruist CEO Jason Wenk sat down with FP to discuss the negotiations, his firm's strategy and the new tool he says can build higher-quality plans in much less time.

Industry experts say custodial firms' services have largely become "commoditized." The acquisition of Altruist opens the door for Vanguard to have cutting-edge services related to tax planning, cash sorting and more.

With its Digital Managed Solutions robo advisory service, Edward Jones is moving into territory already occupied by Fidelity and Vanguard. But it's building the offering on one of its greatest strengths: its network of branch advisors.

Recruiter Jeff Nash of Bridgemark Strategies created five calculator tools that aim to help financial advisors understand the key contributors to their revenue, expenses and take-home compensation as they weigh their potential next moves.

Firms are using AI more than ever, but few have adopted clear policies outlining human oversight or how third-party vendors should handle cybersecurity.

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.

In a constantly changing industry, clearing and custody fees defy generalizations. The largest independent broker-dealers present financial advisors with the choice of working with a "self-clearing" firm or one that outsources those essential services.