Top innovators at Microsoft, Salesforce, FP Alpha and more, will speak on where AI is headed in wealth management at Financial Planning's ADVISE AI conference next month.

Financial advisors' jobs won't be eliminated by AI, but their roles are rapidly evolving to keep up with new client demands and oversee new tech to prevent hallucinations.

Here are some of the key takeaways from a sampling of the many substantive discussions at Huntington Beach last week.

Best practices for each option can make the difference between success and stagnation in a growing advisory firm.

PureFacts Financial, a revenue management platform for wealth managers, is diving deeper into AI tools to help detect revenue streams beyond the typical fee-based structure.

The broader tech sector makes up around one third of the S&P 500.

Leading advisors and tech experts will answer questions on how to keep AI in regulatory check and demonstrate new tools to ramp up compliance and fraud oversight at Financial Planning's quickly approaching ADVISE AI conference.

Cloud-based, password-protected accounts are becoming increasingly important for advisors to discuss with clients during the planning process.

Today's clients are looking for planners who stand out online as they try to make sense of newly available information and tools, according to two expert panels.

Leaders from Envestnet, J.P. Morgan Asset Management and Dimensional Fund Advisors discuss how technology has made it both easier and yet more challenging for advisors to manage portfolios on their own.

The SEC head said artificial intelligence is promising for innovation and greater access to financial markets, but there's a need to ensure diversity of algorithms and guard against fraud.

Fintech startup Intelligent Alpha has launched a chatbot-powered ETF that claims to harness the investment brainpower of Warren Buffett, David Tepper, and more.

In a highly competitive landscape for tech developers, financial advisor firms often fall short compared to mega tech players and startups. But there are ways to attract top tech talent, advisors and consultants say.

The accounts are expected to grow by another trillion dollars over the next decade because of their tax and flexibility advantages, Daffy CEO Adam Nash said.

Leading financial advisors and AI developers will show how the industry can save hours in back-office workflow, generating more time with customers, at Financial Planning's upcoming conference, ADVISE AI.

With the increasing use of artificial intelligence-powered tools across the industry, experts remain confident that the technology could usurp human professionals, but isn't quite there yet.

Erin Reddick, founder of ChatBlackGPT, said advisors can use AI to make their firms more inclusive and diversify and grow their client base.

Tech-savvy firms have found it useful for tasks including marketing, note-taking, summaries, transcriptions, follow-ups and modeling.

Top executives at Advyzon, Kwanti, Softlab360 and The Oasis Group say advisors need to stop depending on SOC 2 reports to measure a vendor's data security.

Rising wealthtech platform FP Alpha is automating its AI to read more complex documents for advisors and analyzing them in ways to better prepare for major events, like tax breaks expiring in 2025.