For the past three years, Leslie Norman, chief technology officer for Dynasty Financial Partners, has been working to help build infrastructure to house the data used in the firm's tech stack.

Alvin Carlos, financial planner and managing partner at District Capital Management in Washington, D.C., uses Monday.com for CRM and financial planning.

Advisors across the spectrum of AI adoption said that while the emerging technology presents potential gains, there are still worries.

Anders Jones, CEO and co-founder, took the time to discuss the benefits of building tech in-house, how they are using AI and what they would change if they could.

Shrinking fees and expanded service offerings are squeezing financial advisors. Cerulli research says the problem will only grow over the coming year.

New tools help financial advisors with everything from logic to transcription, but many say it's not just about winning back minutes but also the quality of the output.

Adoption of these applications has grown exponentially, but some advisors and attorneys say caution is warranted.

While AI search tools have the potential to provide advisors with additional time to spend with clients, experts say query results should be reviewed with a skeptical eye.

A month into his new job, Triad Wealth Partners' chief technology officer Quin Kilgore is looking to build proprietary platforms and leverage AI tools to more than double the firm's AUM.

The Carson Group's chief strategy officer talked about moving AI from the back to the front office, keeping the humans in the loop, solving cybersecurity concerns and where she thinks AI is headed in the industry.