The Zeplyn Meeting Assistant takes unstructured conversational data and turns it into notes.

A recent Social Capital Markets report found that 71% of social media financial advice is misleading.

Merrill's digital match program is finding client growth by using an algorithm to pair clients and advisors largely based on personalities rather than asset distribution. Meanwhile, Mercer Advisors uses human matchmakers.

Michael Kitces recently warned advisors about AI developers who promise their decision-making algorithm can beat the market. Software providers disagree, arguing advisors will one day need such AI tools.

Axos Clearing partners with Envestnet to integrate Envestnet's managed account features into the Axos Clearing portal, streamlining portfolio management.

Advisors who specialize in working with neurodivergent clients are finding new technology has helped streamline communication and grow their client bases.

How advisor can utilize technology to deliver personalization at scale.

Adam Schiff, known as a pro-cryptocurrency lawmaker, has also introduced bills that would regulate "revolving door" employment at banking regulators.

Firms such as Carson Group, Morgan Stanley, Morningstar and Merrill are taking vastly different approaches to naming their AI assistants, with some preferring a human name, a male name or simply no human identifier.

AI-powered YourStake has since expanded into a comprehensive advisor platform, offering portfolio analytics and meeting automation, claiming to save five hours a week for advisors.

An industry survey of 200 compliance officers showed that a mere 12% of respondents currently using AI said they also adopted an AI risk management framework; experts said advisory firms need an AI governance plan ASAP.

The middle and later stages may have less potential for astronomical returns but still offer advantages for high net worth investors, experts tell FP.

Both presidential candidates' plans would balloon the country's debt by trillions. Here's how that could affect the economy and make VC investments even more attractive.

Hundreds of new tech offerings have entered the wealth management landscape the past five years, challenging the capabilities of traditional CRM systems. Is it time for advisors to rethink their CRMs?

After millions of tax IDs were exposed in the massive leak at National Public Data, clients will be at heightened risk for tax fraud and other financial abuse this tax season.

Opto Investments is building out a fully integrated tech platform for RIAs to gain access to the multitrillion-dollar private markets.

Wall Street is rolling out a new breed of ETFs with varying degrees of exposure to megacap technology shares.

Properly "priming" AI models takes effort but can ultimately free up financial advisors to perform higher-value tasks.

The industry watchdog continues its recently adopted practice of giving firms monthslong advance warning of its examination priorities before the start of the new year.

AI can extract key insights from meeting transcripts, emails and files and other sources across a firm's entire book of business.