UBS chief data and analytics officer Joe Cordeira says AI won't replace advisors. But it can help them by providing little nudges to do everything from rebalancing a portfolio to wishing a client happy birthday.

The hidden costs of free AI tools go beyond simple feature upgrades. Non-enterprise versions of AI tools often lack advanced data protection features.

Firms might not be able to untangle the web's interconnected services, but they can think ahead and duplicate servers and data to prepare for the next outage.

Every independent RIA has unique access to one niche: the prospects in their own ZIP code. Smart advisors can turn that information into a community-based customer pool.

The integration eliminates the need for a third-party intermediary between the two platforms, allowing for a direct connection between financial planning and tax, estate and insurance data.

Scary good voice cloning technology means advisors can no longer believe what — or more accurately, who — they're hearing on the phone. Rigorous verification protocols are the new key to gaining client trust.

Getting it right can help prospects find your firm's website, according to FMG Suite's Samantha Russell at ADVISE AI.

Time savings is generally understood to be among the main advantages of AI note-takers. But advisors who have incorporated them into their practices said the benefits go much deeper.

New tools go beyond simple automation. They're helping advisors deliver more meaningful value in client meetings.

The Internal Revenue Service has shut down its Direct File free tax-filing program, sending an email to the 25 states that offered it this year.

Bad things can happen when advisory firm employees experiment with shiny new AI applications. An innocent "test drive" could trigger data breaches and compliance snafus.

Merrill wealth co-head Eric Schimpf says the firm does about as good a job as its rivals in drawing in net new assets. But given Merrill's relationship with Bank of America, "We can do better."

AI note-takers have become increasingly common among advisors. So has the use of wearable AI recording devices among the general population. What happens when the tables are turned?

Firms of all sizes have had to think through the compliance concerns and rank AI tasks in order of difficulty, ADVISE AI panelists said.

Fintech platform Libretto outperformed competitors in the financial planning category in the latest T3 Survey. CEO Jeff Coyle said his strategy of slow growth and high quality was working.

Panelists at the ADVISE AI conference said document processing has never been more efficient with the help of AI tools. But that doesn't mean there aren't challenges along the way.

A Financial Planning survey of 250 advisors reveals the top AI features they're still waiting for — from workflow automation to compliance support.

AI is being used not only to locate prospects, but also to help advisors show their value on the way to signing a new client.

Speakers on an "AI & Compliance" panel at Financial Planning's ADVISE AI conference say advisors can use existing basic compliance principles to make sure their AI use doesn't step on any regulatory landmines.

Financial advisors know how to guide clients through volatility, but the math displaying the portfolio risks of AI may present an altogether different challenge.