Technology News from Financial Planning

As AI agents move from theory to reality, some advisors are implementing these tools into their technology stacks, but not without human oversight.

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.

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.

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.

A recent study found that more than half of all new articles on the internet were AI-generated. How can advisors help their own content stand out when this deluge threatens to drown them out?

These are the stories and issues that readers gravitated to in the last year.

Artificial intelligence has been integrated in the back offices of many firms. In 2026, expect to see it make the leap to the front office.

FINRA identifies new ways firms and investors are using technology like AI to spot changes in market sentiment and asks the industry to chime in on how finfluencers and others are using social media.

Yes, AI is saving many advisors time and helping them reach prospects. But some say the rapid rate of adoption and automation could put them out of a job in the future.

In a move some industry observers call "dangerous and irresponsible," the administration is taking down consumer protection guardrails that have been put up by states like California and Colorado.