Where do automated workflows end and advisor-owned outcomes begin? RIAs need to get the answer in writing before their tech stack goes live.

In a webinar last week, Humanity Labs CEO Andrei Pop discussed "the transformative power" he said Mariner's new AI workforce will bring to the firm.

A new survey found artificial intelligence was a top compliance-related priority for 85% of firms responding, while cybersecurity was only a concern for 37%.

In the race to win a coveted role on the next mega U.S. IPO and manage the ensuing riches, Wall Street's wealth advisors are ramping up lending to founders and entrepreneurs based on the soaring values of their private companies.

Client testimonials tend to carry a lot of weight in AI results for online searches for advisors. But most firms still aren't using them.

In vitro fertilization, sperm donation and other reproductive techniques can lead to legal and financial risk. Here's how to help clients avoid exposure.

Raymond James posted record client assets, continued strong advisor recruiting and rolled out its proprietary AI assistant in a strong third quarter.

SEI may not be the first firm that comes to mind when thinking about the industry's custodians, but the firm has built a substantial client base of financial advisors over more than 30 years.

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.

SonicWall's mid-year report found attack volumes falling across financial services, but threat actors are becoming more selective, more patient, and harder to detect.

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.

InvestSuite's Storyteller Suite delivers quarterly results as a PDF, video or podcast — with a hero, a villain, and a structure designed to upgrade advisor-client conversations.

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.

A strategic partnership between the wealth management platform and Callan Family Office aims to build better software for advisors working with complex clients.

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 deal between Edward Jones and Quicken is expected to appeal to next-generation clients as they begin accumulating wealth.