Key Takeaways Altruist Hazel is an AI assistant designed for financial advisors, offering meeting prep, research, and tax ...

The new AI capability is designed to transform Direct Advisory Suite into an interactive, connected workspace that helps streamline key tasks from research and meeting prep to client-ready proposals ...

In the wealth management industry, financial advisors face a critical challenge: spending excessive time on administrative tasks instead of focusing on client relationships and strategic advice. The ...

GReminders, a wealth tech platform focused on meeting management and workflow automation for advisors, has introduced a fully autonomous “Do Anything” assistant, aiming to advance the use of agentic ...

Morgan Stanley is pushing further into its adoption of artificial intelligence with a new assistant that is expected to take over thousands of hours of labor for the bank's financial advisors. The ...

Trust & Will introduces AI-powered document extraction and assistant tools within EstateOS for Advisors. CORONA, CA, UNITED STATES, February 19, 2026 /EINPresswire ...

New technology enhances efficiency, supports informed decision-making, and enables advisors to focus on growth FAIRFIELD, Iowa, March 31, 2026 /PRNewswire/ -- Cambridge Investment Research, Inc.

CENTENNIAL, Colo.--(BUSINESS WIRE)-- The College for Financial Planning—a Kaplan Company has launched the Wealth Management Professional Assistant, leveraging artificial intelligence, designed to ...

Wealth tech platforms' latest enhancements help advisors surface behavioral risk insights and generate client-ready output ...