At Future Proof Citywide, Azish Filabi of The American College of Financial Services, outlined the need for firms to be careful with client data and stress-test their infrastructure.

Analysts warn AI agents could automatically move clients' uninvested cash into money markets and other high-yielding investments, depriving brokerages of one of their most lucrative revenue sources.

Financial advisors who are curious about vibe coding have many free or relatively cheap options to help them get started.

AI is allowing advisors to build custom tools and processes without deep knowledge of coding. Still, some guardrails will be necessary to keep compliant.

RIA leaders are debating "digital employees" but expect service models to expand to meet growing HNW needs, says industry observer Ric Edelman.

An increasing number of warning signs point to a potential dot-com-level correction. So, how can advisors adjust client portfolios now?

A new report from Cerulli Associates shows older, affluent investors are far more skeptical of AI use than their younger counterparts. Financial advisors who use AI tools in their practices say transparency is key to setting wary clients at ease.

The revamped platform will be available by late summer and feature several upgrades, including a greater ability to be discovered by artificial intelligence search results.

Graduate students at the University of Texas at Austin are using advanced analytics and AI to examine Wealthtender's client reviews — and create a new data metric for the industry.

With AI concerns crimping wealth management firms' stock values, an analysis by Fitch Ratings reveals the companies' underlying dynamics after a strong 2025.

Showing up for clients is still crucial, but using AI to deliver on financial goals matters more, says Altruist's CEO.

The nation's largest bank said Monday that it will continue to invest in artificial intelligence, despite fears that the technology may harm lenders, and in private credit, despite concerns of cracks in asset quality.

Jed Finn says human advisors will remain necessary even as Morgan Stanley develops AI-driven "super agents." Speaking at the same conference, the Wells Fargo CFO emphasized cross-selling.

The tech can be smart and speedy, but also tone deaf when it comes to picking up the nuance of client conversations.

Wealth management and tax planning stocks tumbled after Altruist launched an AI tool for tax strategies, stoking investor fears of disruption and fee compression.

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

Artificial intelligence tops the investment priority list for family offices globally, a survey from JPMorgan's private bank shows, though allocations lag and remain concentrated in public equities.

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.