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.

The head of client segments in Morgan Stanley's wealth division acknowledges AI could one day be the primary source of financial advice for mass affluent clients. Morgan Stanley advisors working with wealthier investors will have to up their games.

For the truly rich, artificial intelligence can't compete with human advisors in handling many of their needs, according to a report from HSBC Holdings.

Gary Carrai draws on his previous experiences as a financial advisor to recognize what sorts of technical advances are most likely to be useful to LPL advisors and clients — and how much change they can tolerate at once.

In his new role at Wells Fargo, Andre Mansour is harnessing his Google experience to bring efficient, meaningful systems that assist both advisors and clients.

Difficult personal experiences led the founder of virtual firm YGC Wealth to become the first strategic advisor to BestFarewell, a technology start-up that aims to help grieving families process and organize end-of-life planning documents.

Despite predictions of mass white-collar job losses from AI, two major firms have chosen the "human plus AI" approach.

Kitces Marketing Summit 2026 organizers Michael Kitces and Taylor Schulte lined up a half dozen speakers who shared accessible organic growth strategies.

A study released by Ficomm Partners and Absolute Engagement found that nearly 9% of high net worth investors turned to AI over a human for referrals. This shift in referral inquiries offers advisors an opportunity to deepen digital presences.

The managing director of a multifamily office shares the tech that reduces drudgery and amplifies empathy — and an easy screen to help advisors steer clear of the dreaded "AI ick."

Jim Gold of Steward Partners thinks impending advisor retirements will continue driving smaller RIAs into M&A deals with big acquirers — even as AI turns many investors into "do-it-yourselfers."

According to a recent survey by Janus Henderson, 79% of clients said they would be upset to learn an advisor used AI without telling them.

At their institutional investor day, Charles Schwab executives say they see a huge opportunity in arranging securities-backed loans for firms in its RIA network.