Though limited in detail, the expanded relationship comes as Anthropic launches a broader effort to work with RIAs, ...

Costs are likely to plummet for firms due to AI replacing back office workers. That means greater profits for broker-dealers ...

Jittery investors are punishing the stocks of financial advisory firms that may — or may not — face disruption from artificial intelligence.

Chad D. Cummings thinks advisors should be aware of "a burgeoning landmine" he's seeing in his litigation practice — a sharp increase in lawsuits and malpractice risk arising from financial advisors' ...

For decades, Americans were given the same advice about money: Find a good financial adviser. Trust the person, not just the process. That model worked when markets were simpler, tax laws changed more ...

Artificial intelligence is starting to play a much bigger role in financial planning and wealth management. Many people wonder whether that means financial advisors will eventually become unnecessary.

As many financial advisors have noticed, 2025 was a transformative year in wealth management, especially for artificial intelligence in technology stacks. While 2025 was largely about experimentation ...

Generative artificial intelligence tools, like ChatGPT or Gemini, can be a valuable tool for clients and advisors, especially when it comes to summarizing information or modeling financial scenarios, ...

Eighty-five percent of financial advisers view generative AI — AI that can be used in generating new content — as a help to their practice, a surge up from 64% in 2024, according to an Adviser360° ...

Artificial intelligence has become a go-to resource for a wide variety of situations. Holiday shoppers used AI at record rates to help with purchase decisions and research deals this year. But what ...

Across the wealth management industry, firms are using artificial intelligence to consume and analyze demographic and psychographic data and come up with lists of new prospects at extraordinary speed.

Like it or not, artificial intelligence is here to stay, and financial planners are going to have to start thinking about how they can use it to support their practices. The Financial Planning ...